Melvin Severance, financial advisor Manchester NH
101 score

Melvin Severance

CRD Number: 1281226
Current Firm: Curbstone Financial Management Corp.

Melvin Severance (CRD# 1281226) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has over 32 years of experience in the finance industry. Melvin Severance 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
Cynthia Pellegrino, financial advisor Manchester NH
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher June, financial advisor Manchester NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Score
103
Similar Advisors
Michael Ryan, financial advisor Manchester NH
Michael M. Ryan
CRD# 4886299
Signator Investors, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Curbstone Financial Management Corporation Manchester, NH May 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Melvin J. Severance
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $534,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

MA, ME, NH, VT

Ready to hire a financial advisor? Get competitive proposals from Melvin Severance and other advisors.
BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.