Roderick Meloni (CRD# 6238057) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has 1 year of experience in the finance industry. Roderick Meloni 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning Alternatives Ltd | Bloomfield Hills, MI | Dec 2011 - Current | 12 |
| Wdiv-tv | Detroit, MI | Oct 1995 - Current | 28 |
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Total Assets Under Management1,156MILLIONS
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Total Number of Accounts667ACCOUNTS
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Average Account Value$1,732,536
- 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
CA, CO, FL, GA, IL, MA, MI, NC, NE, OH, TX, WA, WY
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