Melissa MendenallCRD Number: 1745247
Current Firm: Retirement Wealth Advisors, LLC
Melissa Mendenall (CRD# 1745247) is an Investment Advisor Representative working at Retirement Wealth Advisors, LLC in Lexington, SC and has over 2 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
|Retirement Wealth Advisors, Inc.||Lexington, SC||Jan 2020 - Current||1|
|Garner Lane Properties, LLC||Gilbert, SC||Dec 2018 - Current||3|
|Lam Properties Ii, LLC||Gilbert, SC||Dec 2017 - Current||4|
|Estates & Companies||Columbia, SC||Feb 2017 - Current||4|
|Lisa Mendenall Cpa||Lexington, SC||Jan 2016 - Current||5|
|Lam Properties, LLC||Gilbert, SC||Mar 2015 - Current||6|
|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|
Total Assets Under Management2,179MILLIONS
Total Number of Accounts15,782ACCOUNTS
Average Account Value$138,095
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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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