Melissa Grass (CRD# 4501955) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Charleston, WV and has over 21 years of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Financial Advisors | Charleston, WV | Jun 2022 - Current | 1 |
| Freedom Financial Insurance Group, LLC | Charleston, WV | Nov 2016 - Current | 7 |
| Transamerica | Charleston, WV | Jul 2015 - Nov 2016 | 1 |
| Aig | Hurricane, WV | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
- WV
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$96,796
- 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
- Educational seminars/workshops
WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.