Meld Financial, Inc.
Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $585,944,667 in 1,516 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management586MILLION
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Total Number of Accounts1,516ACCOUNTS
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Average Account Value$386,507
- 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
- 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
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
Patricia Burris (CRD# 2924167) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 24 years of experience in the finance industry. Patricia Burris 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.
Matthew Gensler (CRD# 1312436) is an Investment Advisor Representative working at Meld Financial, Inc. in Suffern, NY and has over 21 years of experience in the finance industry.
Michael Guilsher (CRD# 1157544) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 38 years of experience in the finance industry.
Blake May (CRD# 6407811) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 7 years of experience in the finance industry. Blake May 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.
Tami McDonald (CRD# 3233299) is an Investment Advisor Representative working at Meld Financial, Inc. in Columbus, GA and has over 22 years of experience in the finance industry. Tami McDonald 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.
Mark McGarvey (CRD# 853065) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 28 years of experience in the finance industry. Mark McGarvey 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.
Dwight Reynolds (CRD# 4419789) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 20 years of experience in the finance industry.
Kyle Whittington (CRD# 5295189) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 14 years of experience in the finance industry. Kyle Whittington 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.
Ashley Burrell (CRD# 6494331) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has 1 year of experience in the finance industry. Ashley Burrell 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.
Madison Caswell (CRD# 7045926) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.