Blaine Malcolm, CFP®

Blaine became intrigued with the financial markets while in college at Texas Tech University. This intrigue led him to pursue a career in financial services in the Dallas area upon graduation from college in 1999. As a CERTIFIED FINANCIAL PLANNER™ professional, Blaine understands the need to stay up to date with the changing landscape of financial planning. He graduated from Texas Tech University with a degree in Marketing, and currently holds his Series 6, 7, 24 and 63 registrations with LPL Financial, and Series 65 registration. He has been recognized as one of the Dallas/Fort Worth Five Star Wealth Managers* by Texas Monthly magazine each year from 2011 to 2014. Based in our Frisco, Texas office, Blaine’s primary role at Merit is being a Financial Advisor to many of our clients. In this role he is instrumental in assisting clients with retirement planning, portfolio design, investment strategy, implementation and ongoing monitoring of their assets. Blaine specializes in AT&T benefits and retirement. He provides educational resources on various topics specific to AT&T employees. *2012-2014 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one clients experience. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, a registered investment advisor. Merit Financial Advisors, Merit Financial Group, LLC and Botsford Private Wealth are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.