Melissa ThompsonCRD Number: 6429957
Current Firm: Kestra Advisory Services, LLC
Melissa Thompson (CRD# 6429957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Monroe, NC and has over 8 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Kestra Investment Services, LLC||Tulsa, OK||Aug 2022 - Current||1|
|Kestra Advisory Services, LLC||Tulsa, OK||Aug 2022 - Current||1|
|Hiller Ringeman Insurance Agency Inc.||Mocksville, NC||Sep 2018 - Current||5|
|The Leaders Group, Inc.||Littleton, CO||Jul 2020 - Aug 2022||2|
|Nationwide Securities LLC||Columbus, OH||Dec 2014 - Jul 2020||5|
|Nationwide Financial||Monroe, NC||Jan 2005 - Jul 2020||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2015|
|S65||NASAA Investment Advisors Law Examination||May 2022|
Total Assets Under Management41,795MILLIONS
Total Number of Accounts140,407ACCOUNTS
Average Account Value$297,671
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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