Melanie TanakaCRD Number: 2084929
Current Firm: Legacy Financial Group
Melanie Tanaka (CRD# 2084929) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 31 years of experience in the finance industry. Melanie Tanaka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James & Associates, Inc.
Awm Capital, LLC
Bluepoint Wealth Advisors
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||13|
|Legacy Financial Group||Torrance, CA||Nov 2005 - Current||16|
|Legacy Financial Group, LLC||Torrance, CA||Oct 2001 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management45MILLIONS
Total Number of Accounts136ACCOUNTS
Average Account Value$330,684
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, IL, TX
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