Melissa Miller (CRD# 5681173) is an Investment Advisor Representative working at Blueprint Financial Advisors in Mint Hill, NC and has over 7 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | Mint Hill, NC | Jun 2023 - Current | < 1 |
| Blueprint Financial Advisors | Greensboro, NC | May 2023 - Current | < 1 |
| Self-employed | Mint Hill, NC | Jan 2020 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2020 - May 2023 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2020 - May 2023 | 2 |
| Bold Music | Charlotte, NC | Jan 2020 - Aug 2020 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2019 - Dec 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2019 - Dec 2019 | < 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Oct 2018 - Feb 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2015 - Oct 2018 | 3 |
| Fulcrum Wealth Advisors, LLC | 131 Matthews Station Street, Suite 2b, NC | Feb 2014 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NC
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts743ACCOUNTS
-
Average Account Value$178,360
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CT, FL, IL, IN, KY, LA, MI, NC, NH, NV, SC, TX
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