Intellicents Investment Solutions
43yrs
Top advisor by experience in Lawrence
20yrs
Malcom Ong
Financial advisor at LPL Financial
Based in Lawrence, Kansas, Malcom Ong is a fiduciary financial advisor with 20 years of industry experience. Malcom joined LPL Financial in 2026, after 16 years at Nations Financial Group and four years at Berthel Fisher & Company Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 141 advisors with offices in Lawrence, and one of 136 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Kansas
Office3310 Mesa Way Suite. 101, Lawrence, KS 66049
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowLPL Financial LLCCurrent firm
- 2010 – 2026Nations Financial Group, Inc.Previously
- 2006 – 2010
Contact Malcom
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Malcom. 3310 Mesa Way Suite. 101Lawrence, KS 66049Office · Get directions Facebook pageLPL Financial
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Questions to ask Malcom
Tailored to Malcom’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Malcom
How do I contact Malcom?
Call LPL Financial at (704) 733-3300 and ask for Malcom Ong. Malcom works from the Lawrence, KS office.
How long has Malcom been a financial advisor?
Malcom has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Kansas.
What licenses does Malcom hold?
Series 66. Tap any license on this page to see what it allows.
Is Malcom a fiduciary?
Malcom is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Malcom paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Malcom for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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