Unclaimed Profile

Patricia Lynn Burris

MELD FINANCIAL, INC.·BIRMINGHAM, Alabama

SIE, Series 7, Series 63CFPClean record28 years registeredMELD FINANCIAL, INC.

3008 PUMP HOUSE RD., BIRMINGHAM, AL 35243CRD# 2924167Firm CRD# 118896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Lynn Burris · BIRMINGHAM, AL

Registration

CRD #2924167 · MELD FINANCIAL, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MELD FINANCIAL, INC.

MELD FINANCIAL, INC.

Oct 1997 – Jan 2026

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 20, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELD FINANCIAL, INC.

CRD 118896 · SEC 801-62981

AUM

$594M

Regulatory assets under management

Employees

1,646 client accounts

Services offered by MELD FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MELD FINANCIAL, INC. →

Introduction

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patricia Lynn Burris offer?

Patricia Lynn Burris specializes in Financial Planning, Investment Management, Wealth Management.

What are Patricia Lynn Burris's credentials?

Patricia Lynn Burris holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patricia Lynn Burris located?

Patricia Lynn Burris is based in BIRMINGHAM, Alabama, last registered with MELD FINANCIAL, INC..

How does Patricia Lynn Burris charge for services?

Patricia Lynn Burris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MELD FINANCIAL, INC.?

MELD FINANCIAL, INC. has approximately 11 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →