Melissa
Wall

Providence Capital Advisors, LLC

CRD#4750588
Investment Advisor
in Charlotte, NC

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About this Advisor

Melissa Wall is a financial advisor based in Charlotte, North Carolina, working with Providence Capital Advisors, LLC. Melissa has previously held positions at Bank Of America and Providence Capital Advisors, LLC. Melissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Melissa is part of Providence Capital Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 13 employees and manages assets totaling $770.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Providence Capital Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4500 Cameron Valley Parkway Suite 270
Charlotte, NC 28211

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Providence Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$770,028,791

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

2,244

NC Average: 1,917
Average Account Size

$343,150

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Melissa Wall Work History

2017 - Present (7 years)

Providence Capital Advisors, LLC

2004 - 2017 (13 years)

Bank Of America

Disclosures

Please visit the SEC profile of Melissa Wall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Providence Capital Advisors, LLC

David Huff
Charlotte, NC
Brian Alderson
Charlotte, NC
Brian Jones
Charlotte, NC
Thomas Searson
Charlotte, NC
Melissa Wall
Charlotte, NC
Dennis Park
Charlotte, NC
Stephen Ratcliffe
Charlotte, NC
Marcie Haines
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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