Joy Mall (CRD# 5789932) is an Investment Advisor Representative working at Financialife Outfitters LLC in Overland Park, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Jun 2023 - Current | < 1 |
| Financialife Outfitters, LLC | Overland Park, KS | Oct 2018 - Current | 5 |
| Triad Advisors | Norcross, GA | Sep 2018 - Jun 2023 | 4 |
| State Farm | Shawnee, KS | Nov 2015 - Sep 2018 | 2 |
| Stay At Home Mom | Overland Park, KS | Apr 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- KS
- LA
- MO
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$204,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, LA, MO, TX
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