Donald Malmo
Donald Malmo is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1100 Ridgeway Loop Road, Suite 500, Memphis, TN, 38120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a subcommittee member of the Thorn Society Executive Committee at Memphis University School, identifying alumni who could potentially donate. This takes a few hours per week and is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Duncan-Williams, INC.Broker
State Registrations38 states
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