Malcolm Walton
Advisor at Gannett Wealth Advisors
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 Gannett Wealth Advisors
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.
Malcolm Walton is a financial advisor at Gannett Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.
Based on Gannett Wealth Advisors
Based on Gannett Wealth Advisors
Initial fee up to $10,000 for comprehensive financial plan; may be reduced or waived at advisor's discretion.
Minimum fee: Recurring fixed fee ranging from $10,000 to $120,000 annually, negotiable and based on client needs and complexity. Fee-only: Fee-only firm; compensation solely from client fees, no commissions.
Frisco, TX
Texas
Sound Advisory, LLC
2025 - Present (1 year)
Fisher Investments
2022 - 2024 (2 years)
Bank of America, N.A.
2019 - 2022 (3 years)
Merrill
2019 - 2022 (3 years)
Northwestern Mutual Investment Services LLC
2018 - 2019 (1 year)
Northwestern Mutual Life Insurance Company
2018 - 2019 (1 year)
Jobs for WV Graduates
2017 - 2018 (1 year)
Beltone Hearing Aid Center
2016 - 2017 (1 year)
The Parthenon
2015 - 2016 (1 year)
The Herald Dispatch
2015 - 2016 (1 year)
Marshall University
2012 - 2018 (6 years)
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