Melinda Wiedel (CRD# 2768142) is an Investment Advisor Representative working at Kilner Capital Advisors, LLC in Gaithersburg, MD and has over 16 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kilner Capital Advisors, LLC | Gaithersburg, MD | Sep 2014 - Current | 9 |
| Kilner Financial Group Llc Dba Financial Resrources Group | Gaithersburg, MD | Jan 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- MD
-
Total Assets Under Management283MILLIONS
-
Total Number of Accounts708ACCOUNTS
-
Average Account Value$399,811
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
DC, FL, LA, MD, NC, VA
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