Levi McMellianCRD Number: 4516443
Current Firm: Ausdal Financial Partners, Inc.
Levi McMellian (CRD# 4516443) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Fort Wayne, IN and has over 13 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Ausdal Financial Partners||Davenport, IA||Sep 2012 - Current||4|
|Cfo4life, Inc.||Coppell, TX||Jan 2007 - Current||10|
|Linsco/private Ledger Corp.||Dallas, TX||Sep 2002 - Sep 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2003|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management656MILLIONS
Total Number of Accounts3,655ACCOUNTS
Average Account Value$179,394
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
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