Melissa Ekeberg, financial advisor Blairsville GA
93 score

Melissa Ekeberg

CRD Number: 4446532
Current Firm: Invest Financial Corporation

Melissa Ekeberg (CRD# 4446532) is an Investment Advisor Representative working at Invest Financial Corporation in Blairsville, GA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Tampa, FL Jul 2009 - Current 7
United Community Bank Blairsville, GA Jul 2001 - Current 15
Reliance Securities, LLC Blairsville, GA Jul 2004 - Jul 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Melissa A. Ekeberg
Phone Number: (813) 880-5300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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