George Mallini has held the title Member at Mallini Complete Financial Planning since February 2015, is a control person of the firm and directly owns under 5% of it.
Mallini Complete Financial Planning LLC is a Gainesville, FL firm with $176M under management, 187 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Tom Mallini is Chief Investment Officer of Together Planning. He provides business and investment guidance to clients. Mallini moved to Gainesville with his family in 1985 to lead M&S Bank, and when the bank sold in 2015 he started Together Planning with his children and two employees from M&S.
Investment adviser representative registrations
George Mallini is registered as an investment adviser representative in 4 states. The first approvals date from June 2015; the most recent is North Carolina, in May 2017.
- AlabamaSince 16 September 2016
- FloridaSince 12 June 2015
- GeorgiaSince 15 July 2016
- North CarolinaSince 4 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- George Thomas Mallini
- CRD
- 6467042
- Firm
- Mallini Complete Financial Planning · CRD 175341
- Role
- Member
- Office
- 599 W. Crossville Road, Suite 112, Roswell, GA 30075
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- togetherplanning.com
Where does George Mallini work?
George Mallini has held the title Member at Mallini Complete Financial Planning LLC since February 2015, and is a control person of the firm.
Is George Mallini a financial advisor?
Yes. George Mallini has a current investment-adviser registration in Alabama, Florida, Georgia and North Carolina, through Mallini Complete Financial Planning since June 2015.
How many years of experience does George Mallini have?
George Mallini has 11 years in the financial industry, since June 2015, across 1 adviser firm.
What exams has George Mallini passed?
George Mallini passed the Series 65 in February 2015.
Where is George Mallini based?
George Mallini’s registered office is in Roswell, GA.
Is George Mallini registered with FINRA?
No. George Mallini has no current broker registration.
How can I verify George Mallini’s record?
Search CRD 6467042 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Mallini’s full registration record.
