Melisa Lindsay-Lipkins
CRD Number: 3089185Current Firm: Raymond James Financial Services Advisors, Inc.
Melisa Lindsay-Lipkins (CRD# 3089185) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, OR and has over 24 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dba: Onpoint Investment Services | Portland, OR | Jan 2022 - Current | 2 |
| Onpoint Wealth Management & Investment Services Dba | Portland, OR | Sep 2020 - Current | 3 |
| Onpoint Wealth Management & Investment Services | Beaverton, OR | Aug 2019 - Current | 4 |
| Onpoint Community Credit Union | Portland, OR | Jan 2016 - Current | 8 |
| Raymond James Financial Services, Inc. | Portland, OR | Jan 2012 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Portland, OR | Jan 2012 - Current | 12 |
| First Tech Federal Credit Union | Beaverton, OR | Feb 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- OR
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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