Victor Melfa (CRD# 3134955) is an Investment Advisor Representative working at Factor Investing Group in Newport, RI and has over 25 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Melfa Wealth Management, Inc. Dba Factor Investing Group | Westborough, MA | Nov 2021 - Current | 2 |
Kestra Advisory Services, LLC | Westborough, MA | Nov 2016 - Mar 2022 | 5 |
Kestra Investment Services, LLC | Westborough, MA | Feb 2005 - Mar 2022 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1998 |
S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- MA
- RI
- TX
-
Total Assets Under Management228MILLIONS
-
Total Number of Accounts732ACCOUNTS
-
Average Account Value$311,475
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, ME, MI, NH, RI, TX
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