Melvyn Varrelman, financial advisor Saint Helena CA
90 score

Melvyn Varrelman

CRD Number: 1318302
Current Firm: Cooper Mcmanus

Melvyn Varrelman (CRD# 1318302) is an Investment Advisor Representative working at Cooper Mcmanus in Saint Helena, CA and has 1 year of experience in the finance industry. Melvyn Varrelman 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.

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Professional Designations
Company Name Location Dates Years
Cooper Mcmanus St Helena, CA Jan 2008 - Current 8
Mel Varrelman Financial Services St Helena, CA Jan 2007 - Current 9
Securities America, Inc. St Helena, CA Nov 2004 - Current 12
Level Four Advisory Services, LLC Plano, TX Jan 2006 - Nov 2007 1
Fox College Funding St Helena, CA Jan 2005 - Jan 2007 2
Mel Varrelman & Associates, Inc. St Helena, CA Jan 1982 - Dec 2006 24

Melvyn Varrelman has no recent exams reported.
Contact Info for Melvyn L. Varrelman
Phone Number: 800-516-5333
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    403
    MILLIONS
  • Total Number of Accounts
    2,153
    ACCOUNTS
  • Average Account Value
    $187,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, NC, NE, NH, NJ, NM, NV, OR, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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