Kevin Malone
Advisor at Malone Wealth Ventures LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Malone Wealth Ventures LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID
Credentials
Series 66
Industry experience
10 years
Kevin Malone is a financial advisor at Malone Wealth Ventures LLC in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2020 before founding his current firm. Malone serves as president of Malone Wealth Charitable Fund Inc., a nonprofit focused on raising funds to promote financial literacy for children nationwide. He also advises the boards of biotech and technology companies on market manipulation issues and consults on equity raising for media production projects. Malone Wealth Ventures serves individual and high-net-worth clients with comprehensive portfolio management and financial planning, employing a range of analytic methods and asset-allocation strategies. The firm combines discretionary management with options strategies and business-oriented planning services, utilizing custodial relationships that support research and execution.
Up to $1,000 for financial planning and consulting services
Up to $250 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Hourly fees up to $250; flat fees up to $1,000 for financial planning and consulting services
Boise, ID
California · Idaho · Texas
Malone Wealth Ventures, LLC
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
Edward Jones
2015 - 2020 (5 years)
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