Melissa LittleCRD Number: 4930777
Current Firm: Cetera Advisor Networks LLC
Melissa Little (CRD# 4930777) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in San Diego, CA and has over 15 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Cetera Advisor Networks LLC||San Diego, CA||Jan 2019 - Current||2|
|Cetera Advisors LLC||Denver, CO||Jan 2019 - Current||2|
|Cetera Financial Specialists LLC||Schaumburg, IL||Jan 2019 - Current||2|
|Summit Brokerage Services, Inc.||Boca Raton, FL||Jan 2019 - Current||2|
|First Allied Securities, Inc. (fasi)||San Diego, CA||Jan 2019 - Current||2|
|Cetera Investment Services LLC||Saint Cloud, MN||Jan 2019 - Current||2|
|Grateful Dive||Louisville, CO||Jan 2016 - Current||5|
|Fine Art America||Littleton, CO||Jun 2012 - Current||9|
|Axa Advisors, LLC||New York, NY||Jun 2018 - Dec 2018||< 1|
|Weaver's Dive And Travel Center||Boulder, CO||Feb 2016 - Oct 2017||1|
|Northwestern Mutual Investment Services LLC||Denver, CO||Mar 2017 - Apr 2017||< 1|
|Waddell & Reed, Inc.||Boulder, CO||Jul 2016 - Oct 2016||< 1|
|Triad Advisors, Inc.||Norcross, GA||Feb 2016 - May 2016||< 1|
|Lpl Financial||San Diego, CA||Feb 2011 - Sep 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management25,817MILLIONS
Total Number of Accounts81,004ACCOUNTS
Average Account Value$318,708
- 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)
- Educational seminars/workshops
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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