Unclaimed Profile

William Joseph Malla

DIXON, HUBARD, FEINOUR & BROWN, INC.·ROANOKE, Virginia

Series 65Clean record23 years registeredDIXON, HUBARD, FEINOUR & BROWN, INC.

601 S JEFFERSON STREET, ROANOKE, VA 24011-2414CRD# 2241454Firm CRD# 110777

Profile Verification

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

Identity

William Joseph Malla · ROANOKE, VA

Registration

CRD #2241454 · DIXON, HUBARD, FEINOUR & BROWN, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIXON, HUBARD, FEINOUR & BROWN, INC.

WEALTHCARE CAPITAL MANAGEMENT LLC

Jul 2003 – Dec 2020

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIXON, HUBARD, FEINOUR & BROWN, INC.

CRD 110777 · SEC 801-15740

AUM

$1.6B

Regulatory assets under management

Employees

2,460 client accounts

Services offered by DIXON, HUBARD, FEINOUR & BROWN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIXON, HUBARD, FEINOUR & BROWN, INC. →

Introduction

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Frequently Asked Questions

What services does William Joseph Malla offer?

William Joseph Malla specializes in Financial Planning, Investment Management, Wealth Management.

What are William Joseph Malla's credentials?

William Joseph Malla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Malla located?

William Joseph Malla is based in ROANOKE, Virginia, last registered with DIXON, HUBARD, FEINOUR & BROWN, INC..

How does William Joseph Malla charge for services?

William Joseph Malla'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 DIXON, HUBARD, FEINOUR & BROWN, INC.?

DIXON, HUBARD, FEINOUR & BROWN, INC. has approximately 23 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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