Patrick Malloy
Investment Advisor @Capital Investment Advisors
Atlanta, GA, US
EMAILS
p••••••@yourwealth.com
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jan 2015 — Present
Investment Advisor @Capital Investment Advisors
View department →
Atlanta, GA, US
EDUCATION
N/A
Fordham University
Bachelor of Arts
N/A
Wake Forest University
Communications
N/A
Oglethorpe University
Financial Planning and Services
SKILLS
Investment ManagementWealth Management ServicesFixed AnnuitiesCollege Education PlanningFinancial PlannersSecuritiesComprehensive Financial PlanningEstate PlanningFinancial PlanningFinancial AdvisoryLiability ManagementTax PlanningRetirement Income PlanningFinancial GoalsWealth ManagementAlternative InvestmentsCfs, Certified Fund SpecialistSeries 7RetirementInvestmentsInsurance PlanningMutual FundsAsset ManagementRetirement Planning
ABOUT PATRICK MALLOY
Client first Certified Financial Planner™ with over twenty years of client service…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.