Melinda McCubbin (CRD# 6926049) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 6 years of experience in the finance industry. Melinda McCubbin 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equita Financial Network, Inc. | Fort Washington, PA | Nov 2018 - Current | 5 |
| Truman Wealth Advisors, LLC | Columbia, MO | Jan 2018 - Current | 6 |
| Shelter Mutual Insurance Company | Columbia, MO | Jun 2007 - Mar 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- MO
- TX
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Total Assets Under Management283MILLIONS
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Total Number of Accounts990ACCOUNTS
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Average Account Value$285,920
- A percentage of assets under your management
- Hourly charges
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- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, MA, MI, MN, MO, OR, PA, TN, TX
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