Richard Mellor, financial advisor Bellevue WA

Richard Mellor

CRD Number: 5921012
Current Firm: Mellor & Associates LLC

Richard Mellor (CRD# 5921012) is an Investment Advisor Representative working at Mellor & Associates LLC in Bellevue, WA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
United Parcel Service Redmond, WA Jun 2012 - Current 11
Mellor & Associates LLC Bellevue, WA May 2011 - Current 12
Rhm Handyman Services Bellevue, WA Jun 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Richard H. Mellor
Phone Number: 425-827-2527
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $140,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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