Rafael Melendez (CRD# 6941953) is an Investment Advisor Representative working at Next Gen Financial Planning in San Diego, CA and has 1 year of experience in the finance industry. Rafael Melendez 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Gen Financial Planning | San Diego, CA | Jun 2020 - Current | 3 |
| The Wealth Consulting Group | San Diego, CA | Apr 2018 - Jun 2020 | 2 |
| San Diego State University | San Diego, CA | Aug 2015 - May 2018 | 2 |
| Wells Fargo | Chula Vista, CA | Jun 2016 - Apr 2018 | 1 |
| Capital Financial Consultants Group | San Diego, CA | Oct 2017 - Dec 2017 | < 1 |
| Finish Line | San Diego, CA | Feb 2014 - Jun 2016 | 2 |
| San Diego Mesa College | San Diego, CA | Aug 2012 - May 2015 | 2 |
- CA
-
Total Assets Under Management29MILLIONS
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Total Number of Accounts436ACCOUNTS
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Average Account Value$66,402
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
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