Melinda Davis, financial advisor Salem NH

Melinda Davis

CRD Number: 5089384
Current Firm: Davis Wealth Advisors

Melinda Davis (CRD# 5089384) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has over 11 years of experience in the finance industry. Melinda Davis 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.

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Professional Designations
Company Name Location Dates Years
Davis Wealth Advisors LLC Bedford, NH Feb 2017 - Current 5
Northstar Financial Planning, Inc. Windham, NH May 2013 - Apr 2017 3
Reliant Mortgage Salem, NH Dec 2012 - Apr 2013 < 1
Kbw Financial Bedford, NH Aug 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Melinda K. Davis
Phone Number: 603-836-3477
Registered State(s):
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $319,096
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

MA, NH, TX

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