Melody Donnelly (CRD# 4166133) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lemon Grove, CA and has over 12 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lemon Grove, CA | Sep 2022 - Current | 1 |
| Laz Parking | San Diego, CA | Dec 2016 - Current | 7 |
| Tdameritrade | San Diego, CA | Aug 2018 - Dec 2023 | 5 |
| Dickerson Emplyee Benefits | Los Angeles, CA | Jan 2017 - Sep 2018 | 1 |
| Word And Brown | San Diego, CA | Jan 2017 - Sep 2018 | 1 |
| The Prudential Insurance Company Of America | San Diego, CA | Jul 2016 - Aug 2018 | 2 |
| Pruco Securities, LLC | San Diego, CA | Jun 2016 - Aug 2018 | 2 |
| Lyft | San Diego, CA | Dec 2016 - Oct 2017 | < 1 |
| Ameripark | San Diego, CA | Jun 2004 - Oct 2017 | 13 |
| Unemployed | San Diego, CA | Mar 2016 - Jun 2016 | < 1 |
| Dfpg Investments, Inc. | South Jordan, UT | Dec 2015 - Mar 2016 | < 1 |
| First Allied Securities Inc. | San Diego, CA | Mar 2000 - Mar 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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