Melanie Leahy (CRD# 5690824) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 11 years of experience in the finance industry. Melanie Leahy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sound Income Strategies LLC | Fort Lauderdale, FL | Nov 2023 - Current | < 1 |
Granville Wealth Management, Inc. | Pinehurst, NC | Mar 2021 - Nov 2023 | 2 |
Granville Financial, Inc. | Pinehurst, NC | Jan 2009 - Nov 2023 | 14 |
Mid-atlantic Securities, Inc. | Pinehurst, NC | Jul 2012 - Feb 2021 | 8 |
Granville Financial, Inc. | Pinehurst, NC | Jan 2009 - Feb 2021 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- NC
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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