RM
RM

Robert Malone

24 Years of Experience
Owings Mills, MD
BrokerSells Insurance

Robert Malone is a registered investment advisor, based in Owings Mills, MD, with 24 years of industry experience.

Location

10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Robert is a partner in HPG Investments LLC, a partnership holding stock options, and a partner at EisnerAmper doing tax and accounting work, taking nearly full-time. He is also a member of Wolfpack Investor Network and sells fixed insurance and annuities, dedicating minimal time to each.

Employment History
Current Registrations
Prosperity - an Eisneramper Company
August 2024 - Present · 1 yr 11 mos
Dai Securities, LLCBroker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Avantax Advisory Services
October 2019 - August 2024 · 4 yrs 10 mos
Avantax Investment Services, INC.Broker
October 2019 - August 2024 · 4 yrs 10 mos
1st Global Advisors INC
March 2002 - October 2019 · 17 yrs 7 mos
1st Global Capital CORP.Broker
January 2002 - October 2019 · 17 yrs 9 mos
State Registrations1 state
NC
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.