Melony
Harris
Commonwealth Financial Network
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About this Advisor
Melony Harris is a financial advisor based in San Diego, California, working with Commonwealth Financial Network. Melony has previously held positions at Avantax Advisory Services, Melony J. Harris, Cpa, Avantax Investment Services, Inc, Avantax Insurance Agency LLC, and Commonwealth Financial Network. Melony has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Melony is part of Commonwealth Financial Network, which operates out of San Diego, California. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Melony Harris Work History
Commonwealth Financial Network
Melony J. Harris, Cpa
Avantax Insurance Agency LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Disclosures
Please visit the SEC profile of Melony Harris 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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