Georgia
Maloy
Paul R. Ried Financial Group, LLC
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About this Advisor
Georgia Maloy is a financial advisor who works in Bellevue, Washington. Maloy is currently employed by Paul R. Ried Financial Group, LLC. Their career trajectory has included roles at Gayla Maureen, LLC, Coldstream Wealth Management, Self-Employed / Volunteer Work and Laird Norton Wealth Management. Maloy has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Washington. Paul R. Ried Financial Group, LLC is a company that has its headquarters in Bellevue, WA. It has $876 million in assets among its 2,308 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,308 customer accounts, 27% are held by high-net-worth clients who have at least $1 million in assets. Paul R. Ried Financial Group, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types charged by Paul R. Ried Financial Group, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paul R. Ried Financial Group, LLC Brokerage Details
$876,429,114
8
2,308
$379,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Georgia Maloy Work History
Georgia has been registered as a financial advisor for 0 years.*
Gayla Maureen, LLC
Coldstream Wealth Management
Self-Employed / Volunteer Work
Laird Norton Wealth Management
*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 Georgia Maloy 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 Paul R. Ried Financial Group, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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