Melvin Severance, financial advisor Manchester NH

Melvin Severance

CRD Number: 1281226
Current Firm: Curbstone Financial Management Corp.

Melvin Severance (CRD# 1281226) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has over 39 years of experience in the finance industry. Melvin Severance 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
Curbstone Financial Management Corporation Manchester, NH May 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Melvin J. Severance
By the Numbers
  • Total Assets Under Management
    337
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $590,554
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, LA, MA, ME, NH, NY, VT

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