Ian
Malone
Trutoro
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About this Advisor
Ian Malone is a financial advisor who works in Conway, Arkansas who has 2 years of industry experience. Malone currently works for Trutoro. During their career, the advisor has held roles at Crews & Associates, Sowell Management Services, Retired and Veritas Independent Partners. Malone has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Arkansas. Trutoro is a financial advisory firm that has its headquarters in Conway, AR. The firm has offices in 11 locations and a total of 21 people on staff. It manages $139 million in assets across its 1,090 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,090 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on the type of services provided. However, fee types billed by Trutoro can consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trutoro Brokerage Details
$138,671,091
21
1,090
$127,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ian Malone Work History
Ian has been registered as a financial advisor for 2 years.*
Veritas Independent Partners
Sowell Management Services
Retired
Crews & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ian Malone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trutoro
Conway, AR
Conway, AR
Cabot, AR
Conway, AR
Cabot, AR
Conway, AR
Conway, AR
Conway, AR
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