Zachary Melton, financial advisor Mobile AL

Zachary Melton

CRD Number: 7057815
Current Firm: Ameriprise Financial Services, LLC

Zachary Melton (CRD# 7057815) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mobile, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Robertsdale, AL Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Mobile, AL Jan 2019 - Mar 2020 1
Austal Usa Mobile, AL Aug 2018 - Dec 2018 < 1
University Of South Alabama Mobile, AL Aug 2016 - Jul 2018 1
Shades Sunglasses And Casual Apparel Orange Beach, AL Jun 2016 - Jul 2016 < 1
Central Alabama Community College Alexander City, AL Aug 2015 - May 2016 < 1
Shades Sunglasses And Casual Apparel Orange Beach, AL Jun 2015 - Jul 2015 < 1
Central Alabama Community College Alexander City, AL Aug 2014 - May 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Zachary M. Melton
Phone Number: 612-671-3131
Registered State(s):
  • AL
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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