Melissa Barron, financial advisor Athens GA

Melissa Barron

CRD Number: 5477940
Current Firm: Elwood & Goetz

Melissa Barron (CRD# 5477940) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 15 years of experience in the finance industry. Melissa Barron 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.

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Professional Designations
Company Name Location Dates Years
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA Nov 2020 - Current 3
Elwood And Goetz Wealth Advisory Group Athens, GA Nov 2020 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Athens, GA Aug 2015 - Nov 2020 5
Tiaa Atlanta, GA Aug 2015 - Nov 2020 5
Suntrust Investment Services,inc Atlanta, GA Aug 2012 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Melissa A. Barron
Phone Number: 706-548-1025
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    682
    MILLIONS
  • Total Number of Accounts
    2,740
    ACCOUNTS
  • Average Account Value
    $248,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, GA, LA, MO, NC, SC, TX

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