Tami McDonaldCRD Number: 3233299
Current Firm: Meld Financial, Inc.
Tami McDonald (CRD# 3233299) is an Investment Advisor Representative working at Meld Financial, Inc. in Columbus, GA and has over 22 years of experience in the finance industry. Tami McDonald 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.
Greatmark Investment Partners, Inc.
Aja Financial LLC
Raymond James & Associates, Inc.
|Triad Advisors, Inc.||Norcross, GA||May 2017 - Current||5|
|Brookstone Wealth Management||Columbus, GA||May 2017 - Current||5|
|Meld Financial, Inc.||Columbus, GA||Apr 2017 - Current||5|
|Synovus Securities, Inc.||Columbus, GA||Apr 1999 - Mar 2017||17|
|Columbus Bank & Trust Co A Division Of Synovus Bank||Columbus, GA||Dec 1988 - Mar 2017||28|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
Total Assets Under Management586MILLIONS
Total Number of Accounts1,516ACCOUNTS
Average Account Value$386,507
- 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
- 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
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
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