Melissa BarnesCRD 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.
Fogel Capital Management Inc.
Latitude Advisors, LLC
Planmember Securities Corporation
|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|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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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