Melanie HousdenCRD Number: 4271160
Current Firm: Cwm, LLC
Melanie Housden (CRD# 4271160) is an Investment Advisor Representative working at Cwm, LLC in Hamilton, TX and has over 18 years of experience in the finance industry.
Avantax Advisory Services
Avantax Advisory Services
|Raymond James Financial Services, Inc.||Hamilton, TX||Feb 2020 - Current||< 1|
|Raymond James Financial Services Advisors, Inc.||Hamilton, TX||Feb 2020 - Current||< 1|
|Melanie J Financial, Llc Support Company/dba Owner||Hamilton, TX||Jul 2017 - Current||3|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2017 - Feb 2020||3|
|Cwm, Llc (carson Wealth Management, Llc)||Omaha, NE||Sep 2015 - Feb 2020||4|
|Carson Institutional Alliance||Hamilton, TX||Sep 2015 - Feb 2020||4|
|Lpl Financial, LLC||Hamilton, TX||Sep 2015 - Jan 2017||1|
|Edward Jones||St. Louis, MO||Oct 2002 - Sep 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management11,897MILLIONS
Total Number of Accounts58,973ACCOUNTS
Average Account Value$201,737
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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