Duhan Malali
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Duhan Malali? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2024 to now
- Fulton BankFeb 2024 to now
- Raymond James Financial Services, Inc.Feb 2024 to now
- Citizens Securities, Inc.Aug 2022 to Feb 2024
- Cetera Investment Advisers LLCMar 2020 to Aug 2022
- Cetera Investment Services LLCMar 2020 to Aug 2022
- Investors BankMar 2020 to Aug 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2020
- Wells Fargo Bank, NAJan 2015 to Mar 2020
- Wells Fargo Advisors, LLCJan 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6019784
- Firm CRD
- 149018