Melissa TagyeCRD Number: 3187785
Current Firm: Bb&t Investment Services, Inc.
Melissa Tagye (CRD# 3187785) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Bb&t Investment Services, Inc.||King Of Prussia, PA||Sep 2015 - Current||2|
|Bb&t Bank||King Of Prussia, PA||Sep 2015 - Current||2|
|Valley Forge Asset Management Corp.||King Of Prussia, PA||Dec 2011 - Aug 2015||3|
|Primevest Financial Services, Inc.||St. Cloud, MN||May 2010 - Dec 2011||1|
|Susquehanna Bank||Philadelphia, PA||Apr 2010 - Dec 2011||1|
|Citizens Bank||Haddon Heights, NJ||Feb 2010 - Apr 2010||< 1|
|Wachovia Bank, N.a.||Jenkintown, PA||Mar 2009 - Mar 2010||1|
|Wachovia Securities, LLC||Jenkintown, PA||Mar 2009 - Dec 2009||< 1|
|Bank Of America, N.a.||Wilmington, DE||Dec 2006 - Mar 2009||2|
|Banc Of America Investment Services, Inc.||Wilmington, DE||Dec 2006 - Mar 2009||2|
|Wachovia Securities, LLC||West Trenton, NJ||Jul 2005 - Dec 2006||1|
|Wachovia Bank, N.a.||West Trenton, NJ||Jun 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV
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