Melinda Bini (CRD# 2877642) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 27 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 |
---|---|---|---|
Lpl Financial | Staten Island, NY | May 2024 - Current | < 1 |
Northfield Bank | Staten Island, NY | May 2024 - Current | < 1 |
Bank Of America, N.a. | Short Hills, NJ | Dec 2016 - May 2024 | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills, NJ | Aug 2016 - May 2024 | 7 |
Unemployed | Franklin Park, NJ | Apr 2016 - Aug 2016 | < 1 |
Wells Fargo Advisors LLC | Kendall Park, NJ | May 2009 - Apr 2016 | 6 |
Wachovia Bank, N.a. | Summit, NJ | Dec 2002 - Apr 2016 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NY
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.