blaine malcolm

partner, regional director

About

Vice President, Financial Consultant at Charles Schwab; Financial Advisor at Olde/ H&R Block ... Pi Kappa Alpha (Epsilon Gamma)-Texas Tech University logo.

Country

united states

City

sachse

Industry

financial services

Skill

securities, series 7, retirement planning, series 65, wealth management, series 63, series 24, series 6, certified financial planner, finra, mutual funds, investments, asset allocation

Experience

financial advisor

olde h&r block financial

2000-3 - 2003-8 · 3 yrs 6 mos

vice president, financial consultant

charles schwab

2003-8 - 2009-7 · 6 yrs

partner, regional director

merit financial advisors

2018-1 - Present · 8 yrs 9 mos

Works in the Botsford Private Wealth Division of Merit Financial Advisors Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, Botsford Financial Group and Merit Financial Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.botsfordfinancial.com

chief advisory officer

botsford financial group

2009-1 - Present · 17 yrs 9 mos

Securities offered through LPL Financial, Member FINRA/SIPC Investment advice offered through Botsford Financial Group, a registered investment advisor. Botsford Financial Group and Stratos Wealth Partners are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. For a list of states in which our financial professionals are registered to do business, please visit www.botsfordfinancial.com