Michael Guilsher, financial advisor Birmingham AL

Michael Guilsher

CRD Number: 1157544
Current Firm: Meld Financial, Inc.

Michael Guilsher (CRD# 1157544) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Meld Financial, Inc. Birmingham, AL Mar 2014 - Current 10
Triad Advisors, Inc. Norcross, GA Mar 2014 - Oct 2022 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Michael J. Guilsher
Phone Number: 205-967-4200
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    1,646
    ACCOUNTS
  • Average Account Value
    $361,126
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA

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