Melvin SeveranceCRD 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.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|Curbstone Financial Management Corporation||Manchester, NH||May 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management261MILLIONS
Total Number of Accounts489ACCOUNTS
Average Account Value$534,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MA, ME, NH, VT