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.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2675476
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2020 - Current | 4 |
| Cooper Financial Group Dba Cooper Mcmanus | St Helena, CA | Jan 2018 - Current | 6 |
| Mel Varrelman Financial Services | St Helena, CA | Jan 2007 - Current | 17 |
| Securities America, Inc. | St Helena, CA | Nov 2004 - Mar 2020 | 15 |
| Cooper Financial Group Dba Cooper Mcmanus | St Helena, CA | Jan 2008 - Jan 2018 | 10 |
- CA
-
Total Assets Under Management1,575MILLIONS
-
Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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