Melissa BodenstabCRD Number: 6795750
Current Firm: Avantax Advisory Services
Melissa Bodenstab (CRD# 6795750) is an Investment Advisor Representative working at Avantax Advisory Services in Tulsa, OK and has 1 year of experience in the finance industry.
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Avantax Advisory Services||Tulsa, OK||Oct 2019 - Current||1|
|Avantax Investment Services, Inc.||Tulsa, OK||Jan 2018 - Current||2|
|Connally & Associates||Tulsa, OK||May 2017 - Current||3|
|Perfect Wedding Guide||Tulsa, OK||Jul 2007 - Sep 2017||10|
|James C. Elliott Cpa||Tulsa, OK||Mar 2012 - May 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management25,698MILLIONS
Total Number of Accounts94,400ACCOUNTS
Average Account Value$272,227
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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