AdvisorOS Directory
Claim Profile
MM

Melissa Mcbeam

KINGFISH CAPITAL PARTNERS LLC·SOUTHLAKE, Texas
Unclaimed Profile
950 E. STATE HIGHWAY 114, SOUTHLAKE, TX 76092CRD# 7832451Firm CRD# 283489
01

About

Melissa Mcbeam is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with KINGFISH CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KINGFISH CAPITAL PARTNERS LLC
KINGFISH CAPITAL PARTNERS LLC
AUM
$239M
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at KINGFISH CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7832451
Firm CRD# 283489
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTHLAKE?

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

Browse SOUTHLAKE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Melissa Mcbeam offer?
Melissa Mcbeam specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Melissa Mcbeam's credentials?
Melissa Mcbeam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Mcbeam located?
Melissa Mcbeam is based in SOUTHLAKE, Texas, working with KINGFISH CAPITAL PARTNERS LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Melissa Mcbeam charge for services?
Melissa Mcbeam's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGFISH CAPITAL PARTNERS LLC?
KINGFISH CAPITAL PARTNERS LLC has approximately 41 employees and manages $239M 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 →
Other advisors in SOUTHLAKE
George Henry Stelling — PROPHET EQUITY MANAGEMENT LLCStephanie Adamcik Fine — PROPHET EQUITY MANAGEMENT II LLCDrew Williams Johnson — GAUGE CAPITAL LLCRandy Guy Hatcher — SOLUTIONS 4 WEALTH, LTDRoss Gatlin — PROPHET EQUITY MANAGEMENT II LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile