Melodie Smith, financial advisor Plano TX

Melodie Smith

CRD Number: 6880741
Current Firm: Charles Schwab & Company, Inc.

Melodie Smith (CRD# 6880741) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Plano, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Plano, TX Jan 2020 - Current < 1
Charles Schwab Bank Plano, TX Jan 2020 - Current < 1
Securities America, Inc. Plano, TX Jul 2019 - Jan 2020 < 1
Securities America Advisors Inc. Plano, TX Jul 2019 - Jan 2020 < 1
Lpl Financial Wylie, TX Jan 2018 - Jul 2019 1
Jal Dennis Group Wylie, TX Dec 2017 - Jun 2019 1
Consilium Wealth Advisory Richardson, TX Aug 2015 - Nov 2017 2
Plano Independent School District Plano, TX Aug 2011 - Jun 2015 3
None Richardson, TX Aug 2007 - Aug 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2018
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Melodie Smith
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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