Michael Melvin, financial advisor Mount Dora FL

Michael Melvin

CRD Number: 5060381
Current Firm: Allstate Financial Advisors, LLC

Michael Melvin (CRD# 5060381) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Mount Dora, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Citrus Springs, FL Nov 2016 - Current 7
Scott Cameron Insurance Agency Ocala, FL Jul 2015 - Nov 2016 1
State Farm Vp Management Corp. Ocala, FL Oct 2015 - Nov 2015 < 1
Oklahoma City Bakery/traditional Bakery Inc. Panera Bread Conway, AR Aug 2012 - Jul 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
S63 Uniform Securities State Law Examination Apr 2021
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Michael J. Melvin
Phone Number: 877-232-2142
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $328,756
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY

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