Mallory Wealth Management: Malik Mallory, Financial Advisor

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Mallory Wealth Management: Malik Mallory, Financial Advisor Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

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. 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.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
11/04/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
11/02/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
10/30/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
10/28/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding.
10/26/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Retirement may change your perception of investment risk.
10/23/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

The financial risks to consider when evaluating self insurance?
10/21/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

There are four basic steps to calculating the value of an estate.
10/19/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
10/16/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
10/14/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Address

800 N. Haven Avenue Ste 350
Ontario, CA
91764

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19099720148

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