Unclaimed Profile

Joseph Gilbert Budd

BUDD, MELONE & CO. LLC·AUBURN HILLS, Michigan

SIE, Series 6, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 66CFP ChFCClean record16 years registeredBUDD, MELONE & CO. LLC

3121 UNIVERSITY DRIVE, AUBURN HILLS, MI 48326CRD# 2581569Firm CRD# 288233

Profile Verification

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

Identity

Joseph Gilbert Budd · AUBURN HILLS, MI

Registration

CRD #2581569 · BUDD, MELONE & CO. LLC · 16 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT ADVISOR ALLIANCE, LLC

Jan 2021 – present

BUDD, MELONE & CO. LLC

Jun 2017 – Jan 2021

AUBURN HILLS, MI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jan 2010 – Jun 2017

AUBURN HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · January 20, 2010

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUDD, MELONE & CO. LLC

CRD 288233 · SEC 801-110640

AUM

$225M

Regulatory assets under management

Employees

193 client accounts

Services offered by BUDD, MELONE & CO. LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BUDD, MELONE & CO. LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Gilbert Budd offer?

Joseph Gilbert Budd specializes in Financial Planning, Investment Management. Contact their office in AUBURN HILLS, Michigan for a consultation.

What are Joseph Gilbert Budd's credentials?

Joseph Gilbert Budd holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Gilbert Budd located?

Joseph Gilbert Budd is based in AUBURN HILLS, Michigan, working with BUDD, MELONE & CO. LLC. Their office serves clients in the AUBURN HILLS metropolitan area and surrounding communities.

How does Joseph Gilbert Budd charge for services?

Joseph Gilbert Budd'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 BUDD, MELONE & CO. LLC?

BUDD, MELONE & CO. LLC has approximately 7 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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