Melinda BoydCRD Number: 6251994
Current Firm: Wealth Enhancement Advisory Services, LLC
Melinda Boyd (CRD# 6251994) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 6 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Lpl Financial LLC||Fulton, MD||Jul 2019 - Current||2|
|Wealth Enhancement Group||Plymouth, MN||Jul 2019 - Current||2|
|Wealth Enhancement Advisory Services, LLC||Fulton, MD||Jul 2019 - Current||2|
|Wealth Enhancement Brokerage Services||Plymouth, MN||Jul 2019 - Current||2|
|Planning Solutions Group||Fulton, MD||Sep 2013 - Jul 2019||5|
|Triad Advisors, Inc.||Norcross, GA||Sep 2013 - Jul 2019||5|
|Credo Capital||Baltimore, MD||Feb 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2015|
|S63||Uniform Securities State Law Examination||Jul 2019|
Total Assets Under Management24,264MILLIONS
Total Number of Accounts65,029ACCOUNTS
Average Account Value$373,127
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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