Melvin Muela (CRD# 4330131) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stockton, CA and has over 23 years of experience in the finance industry.
CRD# 2449534
Securities America Advisors, Inc.
CRD# 5207540
Raymond James Financial Services Advisors, Inc.
CRD# 4726515
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Champion Health, Inc. | Scottsdale, AZ | Dec 2023 - Current | < 1 |
Wash & Post Inc. | Stockton, CA | Nov 2022 - Current | 1 |
Life Song Of Stockton | Stockton, CA | Nov 2017 - Current | 6 |
Melvin Muela Pass Through | Lodi, CA | Jun 2017 - Current | 6 |
Blue Shield Of California Life & Health Ins Co | Lodi, CA | Apr 2016 - Current | 8 |
United American Insurance Company | Mckinney, TX | Nov 2015 - Current | 8 |
Transamerica Financial Advisors, Inc. | Stockton, CA | Jan 2012 - Current | 12 |
Vaught And Muela Insurance Services | Stockton, CA | Jun 2010 - Current | 13 |
Rental Real Estate | Stockton, CA | Jul 2007 - Current | 16 |
World Financial Group, Ia. | Stockton, CA | Jun 2001 - Current | 22 |
Gordito Burrito, Inc. | Scaramento, CA | Feb 1991 - Current | 33 |
Muela & Assoc Mountain House Financial Pass Thru Account | Tracy, CA | Jun 2004 - Jun 2017 | 13 |
Muela And Associates | Stockton, CA | Dec 2004 - Jan 2017 | 12 |
Five Star | Campbell, CA | Feb 2015 - Oct 2015 | < 1 |
Christian Worship Center | Manteca, CA | Jan 1991 - Oct 2015 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2001 |
S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- CA
- TX
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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