Meld Financial, Inc.

Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $339,666,811 in 792 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    792
    ACCOUNTS
  • Average Account Value
    $428,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, IN, MS, SC, TN, TX

Financial Advisors at Meld Financial, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Tami W. McDonald
CRD#: 3233299
5900 River Road, Suite 301, Columbus, GA 31904
96
Wealthminder
score

Tami McDonald (CRD# 3233299) is an Investment Advisor Representative working at Meld Financial, Inc. in Columbus, GA and has over 18 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.

2
Mark A. McGarvey
CRD#: 853065
3008 Pump House Rd., Birmingham, AL 35243
96
Wealthminder
score

Mark McGarvey (CRD# 853065) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 24 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.

3
Patricia L. Burris
CRD#: 2924167
3008 Pump House Rd., Birmingham, AL 35243
93
Wealthminder
score

Patricia Burris (CRD# 2924167) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 20 years of experience in the finance industry.

4
Michael J. Guilsher
CRD#: 1157544
3008 Pump House Rd., Birmingham, AL 35243
93
Wealthminder
score

Michael Guilsher (CRD# 1157544) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 34 years of experience in the finance industry.

5
Dwight H. Reynolds
CRD#: 4419789
3008 Pump House Rd., Birmingham, AL 35243
93
Wealthminder
score

Dwight Reynolds (CRD# 4419789) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.

6
Kyle B. Whittington
CRD#: 5295189
3008 Pump House Rd., Birmingham, AL 35243
93
Wealthminder
score

Kyle Whittington (CRD# 5295189) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 10 years of experience in the finance industry.

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