Melissa BeachCRD Number: 4557802
Current Firm: Redwood Wealth Management, LLC
Melissa Beach (CRD# 4557802) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 19 years of experience in the finance industry. Melissa Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Redwood Wealth Management, LLC||Alpharetta, GA||Aug 2018 - Current||3|
|Modera Wealth Management, LLC||Atlanta, GA||Jan 2014 - Jul 2018||4|
|Homrich Berg, Inc.||Atlanta, GA||Oct 2010 - Jan 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2003|
Total Assets Under Management278MILLIONS
Total Number of Accounts1,032ACCOUNTS
Average Account Value$269,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, IL, NC, OH, SC, TX, VA
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