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Malinda Williams

15 Years of Experience
Sumter, SC
Broker

Malinda Williams is a registered investment advisor, based in Sumter, SC, with 15 years of industry experience.

Location

32 S Wise Dr, Sumter, SC, 29150

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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

Malinda is an independent financial advisor for The AFP Group and an owner of Mvest Wealth Partners, both used for marketing purposes. She also serves as Deputy Executive Director for Family Housing Advisory Services, a non-profit, dedicating about half her time to this role.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
March 2022 - Present · 4 yrs 4 mos
Ameritas Investment Company, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
September 2019 - March 2022 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
August 2019 - March 2022 · 2 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
July 2019 - August 2019 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
May 2018 - May 2019 · 1 yr
Advice and Planning Services
May 2016 - May 2018 · 2 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2016 - May 2018 · 2 yrs
Edward Jones
April 2010 - March 2016 · 5 yrs 11 mos
Edward JonesBroker
January 2010 - March 2016 · 6 yrs 2 mos
State Registrations10 states
CAGALAMDNMNVOHSCTXVA
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.