Linda A. Malin
ELEVATION POINT WEALTH PARTNERS | First Vice President–Wealth Management
Lafayette, LA 70508
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CRD#: 1995462
Professional summary
Linda Ann Malin, CFP®, who also goes by Linda Malin Roy, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Lafayette, Louisiana.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Linda has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Budgeting
Long-term Care
Small Business Planning
Comprehensive Financial Planni...
Business Succession Planning
Tax Planning
Investment Planning
Education Planning
Divorce Planning
Estate Planning
Employee and Employer Plan Ben...
Retirement Planning
Debt Management
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Linda Malin Roy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Linmar LLC Ms. Malin is a Partner in Linmar LLC, located at located at 307 Beverly Road, Lafayette, LA 70503. This activity began in March 2001. The LLC holds a condo for liability purposes, and this activity is considered investment-related. Her duties involve filing an annual report and paying a renewal fee. She devotes less than 1 hour per month to this activity, with 0 hours spent during securities trading. Carlin America - Royalty Recipient Ms. Malin passively receives royalty checks from Carlin America, a music publishing company located at 126 East 38th Street, New York, NY 10016. This activity began in September 2016 and is not considered investment-related. She has no active duties and devotes 0 hours per month to this activity. Alfred Music - Royalty Recipient Ms. Malin passively receives royalty checks from Alfred Music, a music publishing company located at P.O. Box 10003, Van Nuys, CA 91410, from her deceased grandfather's music royalties. This activity began in September 2016 and is not considered investment-related. She has no active duties and devotes 0 hours per month to this activity. Interior Design Activity This is a non-investment-related interior design activity located at 307 Beverly Road, Lafayette, LA 70503. The activity began in January 2001. Ms. Malin has no duties, receives no compensation, and devotes 0 hours per month to this activity. International Women's Forum - Louisiana Chapter Ms. Malin serves as a board member for the Louisiana Chapter of the International Women's Forum, a civic organization located at 801 1st Avenue, New York, NY 10017. This non-investment-related activity began in January 2023. Her duties involve developing activities to foster women's leadership. She devotes approximately one hour per month during securities trading hours and is not compensated for this role. Connections for Women Ms. Malin is a member of Connections for Women, a business networking group located at P.O. Box 51463, Lafayette, LA 70505. She joined in 2023. This activity is not investment-related. The group meets monthly for a networking luncheon, which does not require time away from the office during trading hours. She has no specific responsibilities and receives no compensation. Healing House of Lafayette - Charitable Fundraising Ms. Malin participates in a non-investment-related charitable fundraising activity for the Healing House of Lafayette, located at 160 S. Beadle Road, Lafayette, LA 70508. Each year during the Christmas season, she sells hot chocolate to raise money for the organization. The activity involves no time during trading hours and she receives no compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Ann Malin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Education
Education
1972 - 1976
Experience
Current
June 19, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508RIA
CRD#: 137068
Lafayette, LA
Past
February 17, 2005 - June 30, 2025
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
LAFAYETTE, LA
Past
December 10, 2004 - June 30, 2025
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
LAFAYETTE, LA
Past
August 6, 1990 - December 16, 2004
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
October 25, 1989 - August 21, 1990
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - (1/3/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(6/30/2025)
IAR
Texas(6/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
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Contact information
Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| AUM (Assets Under Management) | $ 2,434,909,737 |
Red Flags
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Company Information
ELEVATION POINT WEALTH PARTNERS, LLC
First Vice President–Wealth ManagementCRD#: 137068Lafayette, LA 70508TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
