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.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
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 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
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