Melissa Mendenall, financial advisor Lexington SC

Melissa Mendenall

CRD Number: 1745247
Current Firm: Brookstone Wealth Advisors, LLC

Melissa Mendenall (CRD# 1745247) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lexington, SC and has over 4 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Retirement Wealth Advisors, Inc. Lexington, SC Jan 2020 - Current 4
Garner Lane Properties, LLC Gilbert, SC Dec 2018 - Current 5
Lam Properties Ii, LLC Gilbert, SC Dec 2017 - Current 6
Estates & Companies Columbia, SC Feb 2017 - Current 7
Lisa Mendenall Cpa Lexington, SC Jan 2016 - Current 8
Lam Properties, LLC Gilbert, SC Mar 2015 - Current 9
First Citizens Bank Raleigh, NC Dec 2020 - Apr 2021 < 1
First Citizens Bank Columbia, SC Mar 2000 - Dec 2015 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Melissa A. Mendenall
Phone Number: 6306531400
Registered State(s):
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, 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, VT, WA, WI, WV, WY

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