Personal Financial Management & Counseling, LLC
Personal Financial Management & Counseling, LLC (CRD# 116352) is a financial advisory firm headquartered in Charlottesville, VA. They manage $4,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$500,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Mallory (CRD# 827604) is an Investment Advisor Representative working at Personal Financial Management & Counseling, LLC in Charlottesville, VA and has 1 year of experience in the finance industry. William Mallory has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.