Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaine? Claim Your ProfileBlaine Gordon Malcolm is a financial advisor with over 20 years of experience in the industry. Blaine has worked with Merit Financial Advisors since 2017 and has held previous roles at LPL Financial LLC, DEWAAY FINANCIAL NETWORK, LLC, FSC SECURITIES CORPORATION, CHARLES SCHWAB & CO., INC., and H&R BLOCK FINANCIAL ADVISORS, INC. Blaine holds several industry certifications, including a Certified Financial Planner designation. Blaine also holds the Series 6, 7, 24, 63, and 65 securities licenses and the SIE exam. Blaine is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Louisiana, Michigan, Missouri, Nevada, Oklahoma, Texas, and Washington. Blaine is also registered as a Registered Investment Advisor (RIA) with Merit Financial Advisors. Blaine's firm is Merit Financial Advisors, and they are an investment advisory firm that provides financial planning, portfolio management, pension consulting, and educational seminars to a wide range of clients, including individuals, businesses, charities, and retirement plans. Blaine works with clients to develop personalized financial plans and investment strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
10/31/2017 - Present
Merit Financial Advisors (ALPHARETTA GA)
TX
05/08/2012 - 08/16/2024
LPL FINANCIAL LLC (FRISCO TX)
TX
05/07/2010 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (FRISCO TX)
TX
10/22/2009 - 05/07/2010
FSC SECURITIES CORPORATION (FRISCO TX)
TX
08/21/2003 - 07/17/2009
CHARLES SCHWAB & CO., INC. (SOUTHLAKE TX)
MI
05/22/2000 - 08/11/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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