Melissa Carriles Biggham (CRD# 5337901) is an Investment Advisor Representative working at Lasting Legacy Wealth Management, LLC in Fort Washington, MD and has over 7 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasting Legacy Wealth Management, LLC | Fort Washington, MD | Sep 2023 - Current | < 1 |
| Carriles Biggham Llc Dba Lasting Legacy Wealth Management | Fort Washington, MD | Apr 2017 - Current | 7 |
| Bay Financial Planning And Tax Services, LLC | Fort Washington, MD | Sep 2019 - Sep 2023 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2019 - Sep 2023 | 4 |
| Alexander Logistics Group | Fort Washington, MD | Feb 2015 - Dec 2022 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2019 - Mar 2021 | 2 |
| H Beck, Inc. | Bethesda, MD | Jun 2018 - Dec 2018 | < 1 |
| American Resolute Wealth Management | Houston, TX | Feb 2017 - Jul 2018 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | Apr 2018 - Jun 2018 | < 1 |
| Na | Fort Washington, MD | Feb 2015 - Apr 2018 | 3 |
| Life Cycle Engineering | Washington, DC | Jan 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | May 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- MD
- VA
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Total Assets Under Management31MILLIONS
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Total Number of Accounts114ACCOUNTS
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Average Account Value$275,294
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IN, MD, VA
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