Kimberly Melton, financial advisor 2802 N. Highland Ave Ste B TN

Kimberly Melton

CRD Number: 4394894
Current Firm: Cambridge Investment Research Advisors, Inc.

Kimberly Melton (CRD# 4394894) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in 2802 N. Highland Ave Ste B, TN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2022 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2022 - Current 1
Stonebridge Investment Advisors, LLC Jackson, TN Jan 2017 - Mar 2023 6
Dominion Investor Services, Inc. Horseshoe Bay, TX Aug 2012 - Oct 2022 10
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Aug 2012 - Jun 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Kimberly A. Melton
Phone Number: 641-472-5100
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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