Malcolm Warneford-Thomson is a CFP-designated registered investment advisor, based in Richmond, VA, with 22 years of industry experience. Malcolm is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6802 Paragon Place, Suite 410, Richmond, VA, 23230
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Regulatory History
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
Malcolm is the president of Warneford Wealth Management LLC, spending nearly full-time on investment management, financial planning, and related activities. He also offers fixed insurance products through Malcolm Warneford-Thomson, dedicating a few hours per week to meeting with clients, researching insurance markets, and submitting documentation.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Previous Registrations
Allied Beacon Partners, INC.Broker
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Anderson & Strudwick, Incorporated
A&s Capital Advisors, INC.
Anderson & Strudwick, IncorporatedBroker
State Registrations5 states
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
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