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Michael Malone

24 Years of Experience
Watkinsville, GA
Broker

Michael Malone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 24 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
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Location

1360 Caduceus Way, Building 800 - Suite 101, Watkinsville, GA, 30677

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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 Activities

Michael is involved in two outside business activities. He is involved with Bones Investments as a real estate broker, agent, or developer, dedicating minimal time. Michael also works as an independent contractor for TSD Advisors LLC DBA The Avenue Wealth Management Group, spending about half of his time advising clients on investments.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Edward Jones
March 2007 - August 2017 · 10 yrs 5 mos
Edward JonesBroker
February 2002 - August 2017 · 15 yrs 6 mos
State Registrations25 states
ALCACOCTDCFLGAHIIDKSMAMDMEMONCNENYOKORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.