Melissa Holden, financial advisor Clemmons NC

Melissa Holden

CRD Number: 5507047
Current Firm: Lpl Financial LLC

Melissa Holden (CRD# 5507047) is an Investment Advisor Representative working at Lpl Financial LLC in Clemmons, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Clemmons, NC Oct 2016 - Current 7
Edward Jones St Louis, MO Mar 2008 - Oct 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Melissa R. Holden
Phone Number: 704-733-3300
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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