Melinda Warren (CRD# 4564050) is an Investment Advisor Representative working at Hughes Warren, Inc. in Edmond, OK and has 1 year of experience in the finance industry. Melinda Warren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hughes Warren, Inc. | Edmond, OK | Oct 2021 - Current | 2 |
| Hughes Warren, Inc. | Edmond, OK | Oct 2007 - Oct 2021 | 14 |
- OK
- TX
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts757ACCOUNTS
-
Average Account Value$210,532
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OK, TX
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