Zachary M. Malone
Professional summary
Zachary Mcandrew Malone, who also goes by Zachary Mcandrew Malone, Zachary Malone, Malone Zachary, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2017. Zachary has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary Mcandrew Malone's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2024 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201November 18, 2022 - July 29, 2024
CHARLES SCHWAB & CO., INC.
May 21, 2019 - July 29, 2024
TD AMERITRADE CLEARING, INC.
November 14, 2017 - July 29, 2024
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/15/2024)
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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