Melissa Hart, financial advisor Lexington KY
93 score

Melissa Hart

CRD Number: 5390341
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Melissa Hart (CRD# 5390341) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Lexington, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Hilliard Lyons Lexington, KY Jun 2007 - Current 9
University Of Kentucky Lexington, KY Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Melissa C. Hart
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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

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