Melissa Barnes, financial advisor Port Saint Lucie FL
93 score

Melissa Barnes

CRD Number: 3059521
Current Firm: Pnc Investments

Melissa Barnes (CRD# 3059521) is an Investment Advisor Representative working at Pnc Investments in Port Saint Lucie, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Stuart, FL Sep 2013 - Current 3
Bb&t Investment Services, Inc. Jupiter, FL Oct 2012 - Sep 2013 < 1
Lpl Financial Charlotte, NC May 2010 - Oct 2012 2
Bank Atlantic Bank Jupiter, FL May 2010 - Oct 2012 2
First Command Financial Planning, Inc. Fort Worth, TX Oct 2008 - May 2010 1
First Command Financial Services, Inc. Fort Worth, TX Oct 2008 - May 2010 1
Countrywide Bank Thousand Oaks, CA Apr 2007 - Aug 2008 1
Countrywide Investment Services, Inc. Chandler, AZ Apr 2007 - Aug 2008 1
A G Edwards & Sons Stuart, FL Mar 2004 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Melissa A. Barnes
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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