Edgardo Melendez (CRD# 6380522) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Tampa, FL and has over 9 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 6673621
Econologics Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Nov 2018 - Current | 5 |
| Unemployed | Tampa, FL | Sep 2018 - Nov 2018 | < 1 |
| Financial Engines Advisors LLC | Phoenix, AZ | Feb 2016 - Sep 2018 | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2014 - Feb 2016 | 1 |
| Unemployed | San Juan, PR | Apr 2014 - Aug 2014 | < 1 |
| Sherwin Williams | Guaynabo, PR | Apr 2013 - Apr 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- FL
-
Total Assets Under Management241,970MILLIONS
-
Total Number of Accounts1,594,707ACCOUNTS
-
Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.