Paul
Melson

Securities America Advisors, Inc

CRD#4670659
Investment Advisor
in New Bern, NC

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About this Advisor

Paul Melson is an investment advisor whose office is in New Bern, North Carolina. Currently a registered financial advisor at Securities America Advisors, Inc, Melson has 11 years of work experience in the financial advisory industry. Melson has Series 63 and Series 66 licenses, designating them as a securities broker. Melson can work with clients based out of North Carolina. Over the course of their career, they have held roles at Lpl Financial LLC, Securities America, Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in New Bern, North Carolina, and has 1,271 other offices in the nation. Overall, Securities America Advisors, Inc oversees $29 billion in assets covering 184,356 client accounts and retains more than 1,989 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc can offer 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

New Bern, NC

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

NC Average: $1,978,216,465
Total Number of Employees

1,989

NC Average: 226
Total Number of Accounts

184,356

NC Average: 7,467
Average Account Size

$157,439

NC Average: $264,928

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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

Paul Melson Work History

Paul has 11 years of experience.

2014 - Present (7 years)

Securities America, Inc

2014 - Present (7 years)

Securities America Advisors

2009 - 2014 (5 years)

Lpl Financial LLC

Disclosures

Paul Melson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Wayne Bisek
Oregon, WI
Armand Fidler
Torrance, CA
Christy Roe
Salt Lake City, UT
Max Lipsitz
Buffalo, NY
Marshall Matulia
Fayetteville, GA
Jonathan Simpson
Midvale, UT
Eric Hays
Missoula, MT
Michael Bobowski
Charlotte, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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