Securities America Advisors, Inc
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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America, Inc
Securities America Advisors
Lpl Financial LLC
Paul Melson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Salt Lake City, UT
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.