Melony HarrisCRD Number: 2965841
Current Firm: H.d. Vest Advisory Services, Inc.
Melony Harris (CRD# 2965841) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pine, CO and has over 13 years of experience in the finance industry.
Ewealth Consulting, LLC
Wealth Legacy Institute, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Sep 2014 - Current||3|
|H.d. Vest Advisory Services||Morrison, CO||Sep 2004 - Current||13|
|H.d. Vest Investment Services||Conifer, CO||Oct 1997 - Current||20|
|Melony J. Harris, Cpa||Denver, CO||Feb 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
|S63||Uniform Securities State Law Examination||Mar 2015|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)