Melissa Lydon (CRD# 5757847) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 13 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 3253371
Fiscal Wisdom Wealth Management LLC
CRD# 3092087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Oct 2019 - Current | 4 |
| Evoque Investments | Great Barrington, MA | Oct 2019 - Current | 4 |
| Arista Advisory Group, LLC | Great Barrington, MA | Nov 2016 - Oct 2019 | 2 |
| Arista Investment Advisors, Ltd. | Albany, NY | Mar 2016 - Oct 2019 | 3 |
| Rbc Capital Markets, LLC | Great Barrington, MA | Feb 2010 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- CA
- CT
- MA
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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