Melissa Lavely (CRD# 6258682) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Fredericksburg, VA and has over 10 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2024 - Current | < 1 |
Empower Financial Services, Inc. | Greenwood Village, CO | Apr 2024 - Current | < 1 |
Edward Jones | St Louis, MO | Dec 2023 - Jan 2024 | < 1 |
Unemployed | Fredericksburg, VA | Jul 2023 - Nov 2023 | < 1 |
Intuit | Fredericksburg, VA | Jan 2021 - Jun 2023 | 2 |
Wells Fargo Bank Na | Manassas, VA | May 2011 - Jan 2021 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
S63 | Uniform Securities State Law Examination | Nov 2013 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- VA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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