Melissa Wright, financial advisor Newport Beach CA

Melissa Wright

CRD Number: 5474662
Current Firm: Compak Asset Management

Melissa Wright (CRD# 5474662) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 13 years of experience in the finance industry. Melissa Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Daniel Horgan, financial advisor Newport Beach CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Newport Beach CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Newport Beach CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Professional Designations
Company Name Location Dates Years
Compak Securities Inc. Newport Beach, CA May 2021 - Current 2
Compak Asset Management Newport Beach, CA May 2021 - Current 2
Securities America, Inc. Laguna Hills, CA Sep 2020 - May 2021 < 1
Ny&a, Llc Dba Align Wealth Advisors Laguna Hills, CA Oct 2017 - May 2021 3
Securities Service Network Laguna Beach, CA Oct 2017 - Sep 2020 2
Unemployed Lake Forest, CA Jul 2017 - Sep 2017 < 1
Compak Asset Management Newport Beach, CA Jan 2013 - Jul 2017 4
Compak Securities, Inc. Newport Beach, CA Jun 2010 - Jul 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
Contact Info for Melissa L. Wright
Phone Number: (800) 388-9700
Registered State(s):
  • AZ
  • CA
  • CO
  • HI
  • ID
  • IL
  • IN
  • IA
  • MD
  • MI
  • MN
  • MO
  • NV
  • NM
  • NY
  • NC
  • OH
  • TX
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    895
    MILLIONS
  • Total Number of Accounts
    2,670
    ACCOUNTS
  • Average Account Value
    $335,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Melissa Wright and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.