Melania McCarley, financial advisor Indianapolis IN
93 score

Melania McCarley

CRD Number: 3043535
Current Firm: Valeo Financial Advisors, LLC

Melania McCarley (CRD# 3043535) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Valeo Financial Advisors Indianapolis, IN Jun 2016 - Current < 1
Wells Fargo Advisors Financial Network, LLC Lafayette, IN Jul 2014 - Apr 2016 1
Valic Financial Advisors, Inc. Carmel, IN May 2013 - Jul 2014 1
Foreside Fund Services, LLC Fort Worth, TX Mar 2010 - Mar 2013 3
American Beacon Advisors, Inc. Fort Worth, TX Mar 2010 - Mar 2013 3
Unemployed Dallas, TX Dec 2008 - Mar 2010 1
King Investment Advisors, Inc. Houston, TX Sep 2007 - Dec 2008 1
Unemployed Dallas, TX Jun 2007 - Sep 2007 < 1
Aim Private Asset Management Houston, TX Jun 2005 - Jun 2007 2
A I M Distributors, Inc. Houston, TX Mar 1998 - Jun 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Melania McCarley
Phone Number: 317.218.6000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,005
    MILLIONS
  • Total Number of Accounts
    7,839
    ACCOUNTS
  • Average Account Value
    $255,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, NY, OH, PA, TN, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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