Melissa Holmes, financial advisor Boothbay Harbor ME

Melissa Holmes

CRD Number: 6856091
Current Firm: Black Harbor Financial

Melissa Holmes (CRD# 6856091) is an Investment Advisor Representative working at Black Harbor Financial in Boothbay Harbor, ME and has 1 year of experience in the finance industry. Melissa Holmes 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.

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Professional Designations
Company Name Location Dates Years
Whitt Law Boothbay Harbor, ME Aug 2016 - Current 7
Griffin Law Offices Boothbay Harbor, ME Oct 2012 - Jul 2016 3

Melissa Holmes has no recent exams reported.
Contact Info for Melissa S. Holmes
Phone Number: 207-522-6501
Registered State(s):
  • ME
Current Firm Details
Black Harbor Financial
Firm's CRD Number: 290015
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $255,112
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
  • Pension consulting services
Types of Clients
Registered States

ME

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