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Allan Kenneth Malina

Servus Capital Management

Lynchburg, VA

CRD 4570812

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Employer firm

Servus Capital Management CRD 150195

$30.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Servus Capital Management

1922 Graves Mill Road, Lynchburg, VA 24502 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2009-06-05
  • VA RA
    APPROVED
    Since 2009-06-05

Branch Locations

1922 Graves Mill Road, Lynchburg, VA 24502 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Servus Capital Management Llc Spout Spring VA 06/2009 Present
  • 06/2009 → Present
    Servus Capital Management Llc
    Spout Spring, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-24
  • S66 Uniform Combined State Law Examination
    2002-10-24

View on SEC IAPD

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