Melissa Rainwater-Fleming (CRD# 6260666) is an Investment Advisor Representative working at Avantax Advisory Services in Flaggstaff, AZ and has over 3 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Flagstaff, AZ | Jun 2021 - Current | 2 |
| Avantax Advisory Services | Flagstaff, AZ | Aug 2020 - Current | 3 |
| Hd Vest Insurance Agency, LLC | Irving, TX | Aug 2020 - Current | 3 |
| Northern Arizona Financial Services Co, LLC | Flagstaff, AZ | Oct 2013 - Current | 10 |
| Instacart | San Fraqncisco, CA | Apr 2020 - Dec 2021 | 1 |
| Avantax Advisory Services | Flagstaff, AZ | Oct 2013 - Oct 2019 | 6 |
| Lou Corporation | Flagstaff, AZ | Feb 2004 - Sep 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
- AZ
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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