Larry MeltonCRD Number: 6135154
Current Firm: Strategic Advisers, Inc.
Larry Melton (CRD# 6135154) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 4 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Brokerage Services LLC||Raleigh, NC||May 2012 - Current||5|
|Ncsu||Raleigh, NC||Aug 2011 - May 2012||< 1|
|Nationwide Insurance||Fayetteville, NC||May 2011 - Aug 2011||< 1|
|Ncsu||Raleigh, NC||Jan 2009 - May 2011||2|
|The Classic Chassis||Fayetteville, NC||Dec 2008 - Jan 2009||< 1|
|Ncsu||Raleigh, NC||Aug 2008 - Dec 2008||< 1|
|The Classic Chassis||Fayetteville, NC||Jun 2008 - Aug 2008||< 1|
|Terry Sanford High School||Fayetteville, NC||Jan 2000 - Jun 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV