Meld Financial, Inc.

Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $278,888,876 in 769 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $362,664
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
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, IA, IN, LA, MO, MS, SC, TN, TX, VT

Financial Advisors at Meld Financial, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
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 22 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.

2
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 19 years of experience in the finance industry.

3
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 33 years of experience in the finance industry.

4
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 15 years of experience in the finance industry.

5
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 8 years of experience in the finance industry.

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