Brad Melvin (CRD# 6558268) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 8 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5447576
Nesteggs, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Atlanta, GA | Mar 2021 - Current | 3 |
| Truist Investment Services, Inc. | St. Augustine, FL | Feb 2021 - Current | 3 |
| Bb&t Securities | St Augustine, FL | Oct 2018 - Current | 5 |
| St Augustine Seafood Company | St Augustine, FL | Dec 2017 - Oct 2018 | < 1 |
| Compass Bank | St Augustine, FL | Sep 2017 - Oct 2017 | < 1 |
| Bbva Securities Inc. | St Augustine, FL | Sep 2017 - Oct 2017 | < 1 |
| Fidelity Brokerage Services LLC | Jacksonville, FL | Sep 2015 - Oct 2017 | 2 |
| Unemployed | Brooker, FL | Jul 2015 - Aug 2015 | < 1 |
| Bradford County School District | Starke, FL | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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