Financial ADVSR advisor directory · SEC adviser records
Meld Financial, Inc. financial advisors
Every SEC-registered investment adviser representative at Meld Financial, Inc., by the state and city of the office they work from.
8 registered advisors work at Meld Financial, Inc., in 2 states and 2 cities; the most are in Birmingham, AL (7). 3 list the CFP designation and 0 are also registered broker representatives.
Search every Meld Financial, Inc. advisor by name →Who joined and left Meld Financial, Inc. →Meld Financial, Inc.: assets, clients and custodians →
Cities with the most Meld Financial, Inc. advisors
Meld Financial, Inc. advisors by state
Questions
How many financial advisors does Meld Financial, Inc. have?
8 investment adviser representatives are registered with Meld Financial, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 3 list the CFP designation and 0 are also registered as broker representatives.
Where does Meld Financial, Inc. have the most advisors?
Birmingham, AL, with 7 registered advisors, then Boynton Beach, FL (1). By state, Alabama has the most, with 7.
How do I find a Meld Financial, Inc. financial advisor near me?
Pick your state below, then your city, to see every Meld Financial, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Meld Financial, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →