Melissa Tagye, financial advisor Charlotte NC
93 score

Melissa Tagye

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Investment Services, Inc. King Of Prussia, PA Sep 2015 - Current 1
Bb&t Bank King Of Prussia, PA Sep 2015 - Current 1
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
Contact Info for Melissa C. Tagye
Phone Number: 704-954-1364
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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