Erica
Melissa
Westminster Financial Advisory Corp
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About this Advisor
Erica Melissa is a financial advisor based in Sun City, Arizona, working with Westminster Financial Advisory Corp. Erica has previously held positions at Westminster Financial Advisory Corporation and Westminster Financial Securities, Inc. Erica has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Connecticut, Florida, Illinois, Iowa, Kentucky, Michigan, Minnesota, Mississippi, New Jersey, New Mexico, New York, Ohio, South Dakota, Texas, Utah, and Washington. Currently, Erica is part of Westminster Financial Advisory Corp, which operates out of Sun City, Arizona. The firm has 12 offices and 40 employees. The firm manages assets totaling $920.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Westminster Financial Advisory Corp includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$920,269,282
40
2,260
$407,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Erica Melissa Work History
Westminster Financial Securities, Inc
Westminster Financial Advisory Corporation
Disclosures
Please visit the SEC profile of Erica Melissa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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