Scott Mallernee (CRD# 7237045) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has over 4 years of experience in the finance industry.
CRD# 4675577
Syntrinsic LLC
CRD# 5123585
Lpl Financial LLC
CRD# 2186996
Western Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Protect One, Inc. | Westminster, CO | Oct 2020 - Current | 3 |
| Apo Financial, Inc. | Westminster, CO | Oct 2020 - Current | 3 |
| Apo Financial Services, LLC | Costa Mesa, CA | Sep 2020 - Current | 3 |
| Demolyneux Corporation Dba Cha Cha Kombucha | Costa Mesa, CA | Apr 2012 - Current | 12 |
| Jewell Wealth Management Inc. | Irvine, CA | Mar 2020 - Sep 2020 | < 1 |
| Mathnasium | Los Angeles, CA | Dec 2016 - Oct 2019 | 2 |
| Mathnasium | Los Angeles, CA | Feb 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- FL
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts918ACCOUNTS
-
Average Account Value$109,236
- 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
- Educational seminars/workshops
CO, FL, MI, MO, NC, NV, TN, UT, WA
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