Victor
Melfa
Factor Investing Group
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About this Advisor
Victor Melfa is a financial advisor based in Newport, Rhode Island, working with Factor Investing Group. Victor has previously held positions at Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Melfa Wealth Management, Inc Dba Factor Investing Group. Victor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Victor is part of Factor Investing Group, which operates out of Newport, Rhode Island. The firm has 3 offices and 5 employees. The firm manages assets totaling $228.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Factor Investing Group includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Factor Investing Group Brokerage Details
$228,000,000
5
732
$311,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Victor Melfa Work History
Melfa Wealth Management, Inc Dba Factor Investing Group
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Disclosures
Please visit the SEC profile of Victor Melfa 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 Factor Investing Group
Traverse City, MI
Traverse City, MI
Westborough, MA
Newport, RI
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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