Melissa
Shanhouse
Cetera Investment Advisers LLC
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About this Advisor
Melissa Shanhouse is a financial advisor based in Rockwall, Texas, working with Cetera Investment Advisers LLC. Melissa has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, N.A, Lpl Financial LLC, Guardian Life Insurance Company, Park Avenue Securities, Guardian Life Insurance, Caprock Wealth Advisors, Cetera Advisors LLC, Burrows Capital Advisors, Cetera Investment Advisers LLC, and Allstate Insurance Co. Melissa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Melissa is part of Cetera Investment Advisers LLC, which operates out of Rockwall, Texas. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
Melissa Shanhouse Work History
Cetera Advisors LLC
Burrows Capital Advisors
Cetera Investment Advisers LLC
Allstate Insurance Co
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Lpl Financial LLC
Caprock Wealth Advisors
Morgan Stanley Private Bank, N.A
Morgan Stanley
Morgan Stanley
Disclosures
Please visit the SEC profile of Melissa Shanhouse 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 Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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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