Melissa Livasy (CRD# 4881322) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Integrity Financial Advisors, LLC | Grand Rapids, MI | Nov 2017 - Current | 6 |
Integrity Financial Group, LLC | Grand Rapids, MI | Dec 2013 - Current | 10 |
Gradient Securities, LLC | Arden Hills, MN | Jan 2017 - Oct 2017 | < 1 |
Gradient Securities, LLC | Arden Hills, MN | Mar 2015 - Dec 2015 | < 1 |
Gradient Advisors, LLC | Arden Hills, MN | May 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2005 |
S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- MI
-
Total Assets Under Management51MILLIONS
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Total Number of Accounts496ACCOUNTS
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Average Account Value$102,595
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
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