Melanie
Rhooms
Pax Financial Group
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About this Advisor
Melanie Rhooms is a financial advisor who works out of San Antonio, Texas with 2 years of relevant experience. Rhooms is an advisor for Pax Financial Group. Throughout their career, they have worked at Pax Financial Group LLC, Unicredit Bank Ag, Julius Maximillian'S University, Tsg Audit And Tax and Deutsche Bank Ag. Rhooms holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Texas. Pax Financial Group is an advisory business based in San Antonio, TX. The investment advisory business has a total of 22 advisors. It administers $495 million in assets across its 4,078 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 4,078 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial advisory services vary depending on which services are offered. Fee types billed by Pax Financial Group can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Melanie Rhooms Work History
Melanie has been registered as a financial advisor for 2 years.*
Pax Financial Group LLC
Unicredit Bank Ag
Deutsche Bank Ag
Deutsche Bank Ag
Tsg Audit And Tax
Julius Maximillian'S University
*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 Melanie Rhooms 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 Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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