Britton Meland (CRD# 5489199) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temecula, CA and has over 16 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Celestar Corporation | Tampa, FL | Nov 2019 - Current | 4 |
Net Law | Louisville, KY | Apr 2019 - Current | 5 |
Bryant & Associates Certified Public Accountants | Oceanside, CA | Jan 2019 - Current | 5 |
Wealthwave | Johns Creek, GA | May 2018 - Current | 5 |
Transamerica Financial Advisors, Inc. | Temecula, CA | Jan 2012 - Current | 12 |
World Financial Group, Inc. | Temecula, CA | Jan 2008 - Current | 16 |
Meland Marine LLC | Oceanside, CA | Apr 2005 - Current | 19 |
Lockhead Martin Corporation | Bethesda, MD | Jul 2016 - Apr 2018 | 1 |
Aaski Technology, Inc. | Aberdeen, MD | Aug 2014 - Jun 2016 | 1 |
Paragon Posters LLC | Oceanside, CA | Apr 2005 - Jun 2015 | 10 |
A-t Solutions Inc. | Fredericksburg, VA | Apr 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2008 |
S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- CA
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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