Michael Melson, financial advisor Midland TX

Michael Melson

CRD Number: 1398330
Current Firm: Concourse Financial Group Advisors

Michael Melson (CRD# 1398330) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Midland, TX and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Midland, TX Feb 2011 - Current 13
Melson & Associates Midland, TX Oct 1999 - Current 24
Alpha Omega Insurance Midland, TX Jun 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Michael L. Melson
Phone Number: 800-288-3035
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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