Paul
Melson
Securities America Advisors, Inc
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About this Advisor
Paul Melson is a financial advisor operating out of New Bern, North Carolina with 9 years of industry experience. Melson is an advisor for Securities America Advisors, Inc. Over the course of their career, they have held roles at Lpl Financial LLC, Securities America, Inc and Securities America Advisors. Melson holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in North Carolina. Securities America Advisors, Inc is a financial advisory business operating out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 employees. It has $38 billion in assets under management across its 200,228 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely depend on which services the firm provides the client. Fee types billed by Securities America Advisors, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
- Educational seminars/workshops
Paul Melson Work History
Paul has been registered as a financial advisor for 9 years.*
Securities America, Inc
Securities America Advisors
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Melson 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 Securities America Advisors, Inc
East Hartford, CT
Winston Salem, NC
Fresno, CA
Midvale, UT
La Vista, NE
Russellville, AR
Johnston, RI
Kimberly, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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