BM
BM

Brian Malkinson

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Loading...

Location

2655 1st Street, Suite 250, Simi Valley, CA, 93065

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian is the Chief Operating Officer of Jones Financial Network, President of Tig Wealth Management Inc, and President/Owner of The Brayley Group. He also provides life insurance through HBW Insurance and Financial Services and acts as a liason for estate planning with Encorestate Plans, and is a notary.

Employment History
Current Registrations
Hbw Advisory Services LLC
May 2018 - Present · 7 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.