Melvin Pope (CRD# 1179549) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tallahassee, FL and has over 17 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial, LLC | Tallahassee, FL | Oct 2017 - Current | 6 |
| Lion Street Advisors, LLC | Tallahassee, FL | Oct 2017 - Current | 6 |
| Financial Partners Of North Florida | Tallahassee, FL | Jan 2004 - Current | 20 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Oct 2017 | 1 |
| Nfp Securities, Inc. | Tallahassee, FL | Jan 2004 - Apr 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- FL
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Total Assets Under Management2,342MILLIONS
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Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- 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)
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, VT, WA, WI, WV
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