Melania McCarleyCRD 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.
Halter Ferguson Financial Inc.
I4 Advisors LLC
Halter Ferguson Financial Inc.
|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|
Total Assets Under Management2,005MILLIONS
Total Number of Accounts7,839ACCOUNTS
Average Account Value$255,833
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, NY, OH, PA, TN, TX, WA, WI
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