Fiona Melvin, financial advisor Safety Harbor FL
88 score

Fiona Melvin

CRD Number: 6316558
Current Firm: Edward Jones

Fiona Melvin (CRD# 6316558) is an Investment Advisor Representative working at Edward Jones in Safety Harbor, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
H&r Block Safety Harbor, FL Jan 2014 - Mar 2014 < 1
Unemployed Unemployed, FL Mar 2013 - Dec 2013 < 1
Royal Bank Of Scotland Edinburgh, Dec 2011 - Feb 2013 1
Royal Bank Of Scotland Edinburgh, Mar 2009 - Nov 2011 2
Royal Bank Of Scotland Edinburgh, Apr 2007 - Feb 2009 1
Royal Bank Of Scotland Edinburgh, Sep 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Fiona Melvin
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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