Melanie ReeveCRD Number: 4621390
Current Firm: Triad Advisors, Inc.
Melanie Reeve (CRD# 4621390) is an Investment Advisor Representative working at Triad Advisors, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry. Melanie Reeve has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Triad Advisors||Norcross, GA||Apr 2011 - Current||6|
|Financial Network||El Segundo, CA||Dec 2008 - Apr 2011||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2004|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters