Melvin Ratcliff, financial advisor Vero Beach FL
93 score

Melvin Ratcliff

CRD Number: 1892310
Current Firm: Raymond James Financial Services Advisors, Inc.

Melvin Ratcliff (CRD# 1892310) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vero Beach, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Blue Chip Divas Vero Beach, FL Mar 2014 - Current 2
Raymond James Financial Services Advisors Inc. Vero Beach, FL Mar 2012 - Current 4
Insurance-non Variable Vero Beach, FL Feb 2012 - Current 4
Raymond James Financial Services, Inc. Vero Beach, FL Jan 2012 - Current 4
Women On Wall Street Vero Beach, FL Feb 2014 - Mar 2015 1
Main Street Ventures Vero Beach, FL Jul 2013 - Mar 2015 1
Wells Fargo Advisors LLC Vero Beach, FL May 2009 - Jan 2012 2
Wachovia Securities, LLC Vero Beach, FL Oct 2008 - May 2009 < 1
Morgan Stanley & Company, Incorporated Vero Beach, FL Apr 2007 - Oct 2008 1
Dean Witter Reynolds Inc. Vero Beach, FL Sep 1988 - Apr 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
Contact Info for Melvin D. Ratcliff
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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