Michael GuilsherCRD 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 39 years of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Triad Advisors, Inc.||Norcross, GA||Mar 2014 - Current||8|
|Meld Financial, Inc.||Birmingham, AL||Mar 2014 - Current||8|
|Nbc Securities, Inc.||Birmingham, AL||May 1997 - Mar 2014||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management586MILLIONS
Total Number of Accounts1,516ACCOUNTS
Average Account Value$386,507
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
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