Unclaimed Profile

Barbara Ann Malone

STOLPER & COMPANY·SAN DIEGO, California

Clean recordSTOLPER & COMPANY

2305 HISTORIC DECATUR RD, SAN DIEGO, CA 92106CRD# 2000659Firm CRD# 6911

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Ann Malone · SAN DIEGO, CA

Registration

CRD #2000659 · STOLPER & COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barbara Ann Malone is a registered financial advisor based in SAN DIEGO, California, affiliated with STOLPER & COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STOLPER & COMPANY

STOLPER & CO., INC.

AUM

$616M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STOLPER & COMPANY →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2000659

Firm CRD# 6911

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Ann Malone offer?

Barbara Ann Malone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Barbara Ann Malone's credentials?

Barbara Ann Malone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Ann Malone located?

Barbara Ann Malone is based in SAN DIEGO, California, working with STOLPER & COMPANY. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Barbara Ann Malone charge for services?

Barbara Ann Malone's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STOLPER & COMPANY?

STOLPER & COMPANY has approximately 3 employees and manages $616M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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