Melissa Chipman, financial advisor Murfreesboro TN
93 score

Melissa Chipman

CRD Number: 5370217
Current Firm: Woodbury Financial Services, Inc.

Melissa Chipman (CRD# 5370217) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Murfreesboro, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Murfressboro, TN Jun 2014 - Current 2
The Prudential Insurance Company Of America Jackson, MS Apr 2008 - Jun 2014 6
Pruco Securities, LLC Jackson, MS Dec 2007 - Jun 2014 6
Jerry Moorehead Jackson, MS Jan 2009 - Jan 2010 1
Christopher White, Jerry Moorehead And Jon Wimbish Jackson, MS Jul 2007 - Jan 2009 1
Working Solutions Flora, MS Feb 2007 - Jul 2007 < 1
Madison County Schools Flora, MS Jan 2007 - Feb 2007 < 1
Unemployed Ridgeland, MS Nov 2006 - Jan 2007 < 1
Mtsu Murfreesboro, TN Aug 2001 - Nov 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Melissa B. Chipman
Phone Number: 800-800-2638
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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