Michael Mellor (CRD# 7437358) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Plano, TX | Aug 2021 - Current | 2 |
Tom Ferry | Dallas, TX | Mar 2021 - Jul 2021 | < 1 |
Dyn Consulting | Dallas, TX | Oct 2020 - Jan 2021 | < 1 |
California State University, Sacramento | Sacramento, CA | Aug 2016 - Dec 2020 | 4 |
Miyagi Bar And Sushi | Sacramento, CA | Sep 2019 - Oct 2020 | 1 |
Sacramento State Athletics | Sacramento, CA | Jun 2019 - Jun 2020 | 1 |
Edge Studios | Sacramento, CA | Jan 2019 - Sep 2019 | < 1 |
Rio Del Oro Raquet Club | Sacramento, CA | Sep 2018 - Jun 2019 | < 1 |
The Virgin Sturgeon | Sacramento, CA | May 2017 - Aug 2017 | < 1 |
Cushman & Wakefield | Sacramento, CA | Jun 2016 - Aug 2016 | < 1 |
Jesuit High School | Sacramento, CA | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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