Unclaimed Profile

Judson Thomas Mallini

MALLINI COMPLETE FINANCIAL PLANNING LLC·GAINESVILLE, Florida

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record19 years registeredMALLINI COMPLETE FINANCIAL PLANNING LLC

2631 NW 41ST STREET, GAINESVILLE, FL 32606CRD# 5164003Firm CRD# 175341

Profile Verification

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

Identity

Judson Thomas Mallini · GAINESVILLE, FL

Registration

CRD #5164003 · MALLINI COMPLETE FINANCIAL PLANNING LLC · 19 years registered

Brand Profile

Not yet started

Career History

TOGETHER PLANNING

Aug 2015 – present

PRUDENTIAL FINANCIAL PLANNING SERVICES

Oct 2006 – Aug 2015

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 12, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MALLINI COMPLETE FINANCIAL PLANNING LLC

CRD 175341 · SEC 801-123429

AUM

$129M

Regulatory assets under management

Employees

500 client accounts

Services offered by MALLINI COMPLETE FINANCIAL PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MALLINI COMPLETE FINANCIAL PLANNING LLC →

Introduction

Speak with Judson

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Judson is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GAINESVILLE?

Browse all registered financial advisors in GAINESVILLE, Florida or claim this profile if it's yours.

Browse GAINESVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Judson Thomas Mallini offer?

Judson Thomas Mallini specializes in Financial Planning, Investment Management. Contact their office in GAINESVILLE, Florida for a consultation.

What are Judson Thomas Mallini's credentials?

Judson Thomas Mallini holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Judson Thomas Mallini located?

Judson Thomas Mallini is based in GAINESVILLE, Florida, working with MALLINI COMPLETE FINANCIAL PLANNING LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.

How does Judson Thomas Mallini charge for services?

Judson Thomas Mallini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MALLINI COMPLETE FINANCIAL PLANNING LLC?

MALLINI COMPLETE FINANCIAL PLANNING LLC has approximately 6 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →