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Alexis Allen Maloy

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K
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Location

12400 Coit Road, Suite 700, Dallas, TX, 75251

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexis is the sole member and financial advisor for Maloy Investment Advisors, LLC, spending nearly full-time on this role. Alexis also rents office space and two apartments to family through Maloy Investment Advisors, LLC, and volunteers on the Stewardship Committee for North Brewton Baptist Church for minimal time each month.

Employment History
Current Registrations
Level Four Advisory Services
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Level Four Financial, LLC
April 2014 - December 2021 · 7 yrs 8 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.