GM
GM

Gregory Malin

26 Years of Experience
Camp Hill, PA
BrokerSells Insurance

Gregory Malin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Camp Hill, PA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

3344 Trindle Rd, Camp Hill, PA, 17011

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gregory works as an associate at Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to investment sales and service. He is also a partner in Rocky Dog, LLC (rental real estate) and an agent at Specific Solutions selling life insurance, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 8 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 18 yrs 3 mos
Previous Registrations
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
January 2007 - June 2008 · 1 yr 5 mos
Primevest Financial Services, INC.Broker
August 2004 - June 2008 · 3 yrs 10 mos
M&t Securities, INC.Broker
May 2003 - June 2004 · 1 yr 1 mo
Allfirst Brokerage CorporationBroker
April 1999 - May 2003 · 4 yrs 1 mo
State Registrations18 states
ARAZCACODCDEFLILINMDNCNJNYOKPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.