Melissa Downing, financial advisor Stillwater OK

Melissa Downing

CRD Number: 5607806
Current Firm: Avantax Advisory Services

Melissa Downing (CRD# 5607806) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 10 years of experience in the finance industry.

Similar Advisors
Patricia Ardern, financial advisor Stillwater OK
Patricia L. Ardern
CRD# 5534131
Transamerica Financial Advisors, Inc.
Similar Advisors
Kevin Bell, financial advisor Stillwater OK
Kevin Bell
CRD# 6456926
Avantax Advisory Services
Similar Advisors
Melinda Bell, financial advisor Stillwater OK
Melinda L. Bell
CRD# 5166654
Avantax Advisory Services
Company Name Location Dates Years
Cochran Bell LLC Stillwater, OK Sep 2020 - Current 3
Young Living Independent Distributor Stillwater, OK Jul 2017 - Current 6
Young Living Independent Distributor Stillwater, OK Jul 2017 - Current 6
Avantax Advisory Services Stillwater, OK Mar 2016 - Current 8
Avantax Investment Services, Inc. Stillwater, OK Apr 2013 - Current 10
Danny Cochran Cfp &cpa Stillwater, OK Nov 2008 - Current 15
Golden Rule Insurance Company Stillwater, OK Jul 2014 - Oct 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Melissa A. Downing
Phone Number: 972-870-6000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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, 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.