Melissa Lamarche, financial advisor La Vista NE

Melissa Lamarche

CRD Number: 5983126
Current Firm: Securities America Advisors, Inc.

Melissa Lamarche (CRD# 5983126) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 12 years of experience in the finance industry.

Similar Advisors
Kyle Acre, financial advisor La Vista NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Steve Adams, financial advisor La Vista NE
Steve M. Adams
CRD# 5297231
Charles Schwab & Company, Inc.
Similar Advisors
Michael Adelman, financial advisor La Vista NE
Michael J. Adelman
CRD# 6157826
Principal Advised Services
Company Name Location Dates Years
Osaic Wealth, Inc. Jersey City, NJ Sep 2023 - Current < 1
Securities America, Inc. La Vista, NE Nov 2020 - Current 3
Securities America Advisors La Vista, NE Nov 2020 - Current 3
Kms Financial Services, Inc. Seattle, WA Aug 2016 - Nov 2020 4
Kms Financial Services, Inc. Seattle, WA Sep 2011 - Aug 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Melissa A. Lamarche
Phone Number: 402-399-9111
Registered State(s):
  • NE
  • WA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.