Melissa Thomas, financial advisor Baton Rouge LA
92 score

Melissa Thomas

CRD Number: 4544103
Current Firm: Ameriprise Financial Services, Inc.

Melissa Thomas (CRD# 4544103) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Baton Rouge, LA and has over 2 years of experience in the finance industry. Melissa Thomas 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
Ameriprise Financial Services Baton Rouge, LA Nov 2013 - Current 3
Homemaker Flowood, MS Jul 2009 - Nov 2013 4
Solomon Financial Advisors Jackson, MS Jun 2009 - Jul 2009 < 1
Ameriprise Financial Services, Inc. Jackson, MS Sep 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Melissa W. Thomas
Phone Number: 612-671-3131
Registered State(s):
  • LA
  • MS
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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