Lin Malcolm CRC®

Registered Representative at The Legend Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Atlanta Metropolitan Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Retirement Counselor ®
    InFRE
    Mar, 2014
    - Oct, 2024
  • Series 24 General Securities Principal
    Financial Industry Regulatory Authority (FINRA)
    Dec, 1999
    - Oct, 2024
  • Series 65 Investment Advisor Representative
    State of Georgia
    Jun, 1999
    - Oct, 2024
  • Series 7 General Securities Registered Representative
    Financial Industry Regulatory Authority (FINRA)
    Jan, 1997
    - Oct, 2024
  • Series 63 Registered Representative
    State of Georgia
    Aug, 1993
    - Oct, 2024
  • Variable Products
    Georgia department of insurance
    Aug, 1993
    - Oct, 2024
  • Series 6 Limit Securities Registered Representative
    Financial Industry Regulatory Authority (FINRA)
    Jun, 1993
    - Oct, 2024

Experience

  • The Legend Group
    • Financial Services
    • 100 - 200 Employee
    • Registered Representative
      • Mar 2008 - Present

      Advisory Services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC , www.lincolninvestment.com Malcolm Financial Group and the above mentioned firms are independent and non-affiliated. Advisory Services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC , www.lincolninvestment.com Malcolm Financial Group and the above mentioned firms are independent and non-affiliated.

  • Georgia Retirement Council
    • United States
    • Financial Services
    • Founding Partner
      • Sep 2000 - Present

      Wealth Advisory Firm Wealth Advisory Firm

  • Jefferson Pilot Securities
    • North Georgia
    • Regional Manager
      • May 2001 - Mar 2008

      I continued to run my own practice serving my clients while also supervising investment professionals in my region. I continued to run my own practice serving my clients while also supervising investment professionals in my region.

  • American General Life Companies is now part of the AIG Family!
    • North Georgia
    • Registered Representative
      • Aug 1989 - May 2001

      Bringing in and managing new client accounts. Two time Centurion Club. Interim OSJ for the State of Georgia in the year 2000. Bringing in and managing new client accounts. Two time Centurion Club. Interim OSJ for the State of Georgia in the year 2000.

Education

  • Texas Tech University

Community

You need to have a working account to view this content. Click here to join now