Tami McDonald, financial advisor Birmingham AL

Tami McDonald

CRD Number: 3233299
Current Firm: Meld Financial, Inc.

Tami McDonald (CRD# 3233299) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 24 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.

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Professional Designations
Company Name Location Dates Years
Brookstone Wealth Management Columbus, GA May 2017 - Current 6
Meld Financial, Inc. Columbus, GA Apr 2017 - Current 6
Triad Advisors, Inc. Norcross, GA May 2017 - Oct 2022 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
Contact Info for Tami W. McDonald
Phone Number: 205-967-4200
Registered State(s):
  • AL
  • GA
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    1,646
    ACCOUNTS
  • Average Account Value
    $361,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA

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