Melissa Willenborg
CRD Number: 7206161Current Firm: Raymond James Financial Services Advisors, Inc.
Melissa Willenborg (CRD# 7206161) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Effingham, IL and has over 24 years of experience in the finance industry.
CRD# 2690140
Lpl Financial LLC
CRD# 4315714
Edward Jones
CRD# 3013260
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Effingham, IL | Mar 2020 - Current | 4 |
| Erskine Stone & James | Effingham, IL | Jan 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Effingham, IL | Dec 2019 - Current | 4 |
| Firefly Farm LLC | Effingham, IL | Jan 2018 - Dec 2019 | 1 |
| Self Employed | Effingham, IL | Jan 2015 - Sep 2019 | 4 |
| Cherry Hill Enterprises | Effingham, IL | Feb 2017 - Dec 2017 | < 1 |
| Self Employed Contractor For Samuel Music Company | Effingham, IL | Apr 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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