Melissa
Mendenall

Brookstone Wealth Advisors, LLC

CRD#1745247
Investment Advisor
in Lexington, SC

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About this Advisor

Melissa Mendenall is a financial advisor based in Lexington, South Carolina, working with Brookstone Wealth Advisors, LLC. Melissa has previously held positions at Retirement Wealth Advisors, Inc, First Citizens Bank, Lisa Mendenall Cpa, Estates & Companies, Garner Lane Properties, LLC, Lam Properties, LLC, and Lam Properties Ii, LLC. Melissa has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Melissa is part of Brookstone Wealth Advisors, LLC, which operates out of Lexington, South Carolina. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

127 Library Hill Lane Suite A
Lexington, SC 29072

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

SC Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Melissa Mendenall Work History

2020 - Present (4 years)

Retirement Wealth Advisors, Inc

2018 - Present (6 years)

Garner Lane Properties, LLC

2017 - Present (7 years)

Estates & Companies

2017 - Present (7 years)

Lam Properties Ii, LLC

2016 - Present (8 years)

Lisa Mendenall Cpa

2015 - Present (9 years)

Lam Properties, LLC

2020 - 2021 (1 year)

First Citizens Bank

2000 - 2015 (15 years)

First Citizens Bank

Disclosures

Please visit the SEC profile of Melissa Mendenall 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 Brookstone Wealth Advisors, LLC

Maxwell Mcbrayer
Alpharetta, GA
Alexis Vasquez
Wheaton, IL
Matthew Conner
Wheaton, IL
Mark Huhta
Wheaton, IL
Jacob Golseth
Bedford, TX
Patrick Miles
Foothill Ranch, CA
Gregory Korn
Philipsburg, PA
Samuel Pesetsky
New Albany, OH

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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