Michael MelbyCRD Number: 1097937
Current Firm: Cue Financial Group, Inc.
Michael Melby (CRD# 1097937) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 35 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Securities America, Inc.||Phoenix, AZ||Dec 2016 - Current||1|
|Insurance Sales||Phoenix, AZ||Jan 1999 - Current||19|
|Cue Financial Group, Inc.||Phoenix, AZ||Sep 1987 - Current||30|
|Foothill Securities, Inc.||Phoenix, AZ||Jul 2009 - Dec 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management482MILLIONS
Total Number of Accounts2,065ACCOUNTS
Average Account Value$233,203
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, LA, MA, MI, MT, NC, NE, NH, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA