Kevin Malone, financial advisor Meridian ID

Kevin Malone

CRD Number: 6443764
Current Firm: Malone Wealth Ventures LLC

Kevin Malone (CRD# 6443764) is an Investment Advisor Representative working at Malone Wealth Ventures LLC in Meridian, ID and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Malone Wealth Ventures, LLC Meridian, ID Mar 2021 - Current 3
Unemployed Paso Robles, CA Dec 2020 - Mar 2021 < 1
Edward Jones St Louis, MO Feb 2015 - Dec 2020 5
3 Downtown Bars Chico, CA Aug 2014 - Feb 2015 < 1
The Pour House Chico, CA Dec 2012 - Feb 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Kevin M. Malone
Phone Number: 530-519-7540
Registered State(s):
  • CA
  • TX
Current Firm Details
Malone Wealth Ventures LLC
Firm's CRD Number: 312782
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $170,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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