Marco Melero, financial advisor Overland Park KS
93 score

Marco Melero

CRD Number: 5408331
Current Firm: Prime Capital Investment Advisors, LLC

Marco Melero (CRD# 5408331) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Prime Capital Investment Advisors, LLC Dallas, TX Sep 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2017 - Current < 1
Principal Financial Group Addison, TX Jul 2012 - Sep 2017 5
Princor Financial Addison, TX Jul 2012 - Sep 2017 5
J.p. Morgan Institutional Investments Inc. Dallas, TX Apr 2011 - Jul 2012 1
J.p. Morgan Retirement Plan Services LLC Dallas, TX Apr 2011 - Jul 2012 1
Jp Morgan Chase Bank Na Dallas, TX Jun 2009 - Apr 2011 1
Chase Investment Services Corp Dallas, TX Jun 2009 - Apr 2011 1
Axa Advisors, LLC New York, NY Aug 2007 - May 2009 1
Countrywide Home Loans Plano, TX May 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Marco M. Melero
Phone Number: (800) 493-6226
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,336
    MILLIONS
  • Total Number of Accounts
    2,486
    ACCOUNTS
  • Average Account Value
    $1,341,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, NM, OH, OK, TN, TX, VA, WI

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

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