Unclaimed Profile

Melissa Mcbeam

KINGFISH CAPITAL PARTNERS LLC·SOUTHLAKE, Texas

Clean recordKINGFISH CAPITAL PARTNERS LLC

950 E. STATE HIGHWAY 114, SOUTHLAKE, TX 76092CRD# 7832451Firm CRD# 283489

Profile Verification

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

Identity

Melissa Mcbeam · SOUTHLAKE, TX

Registration

CRD #7832451 · KINGFISH CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KINGFISH CAPITAL PARTNERS LLC

AUM

$239M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KINGFISH CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7832451

Firm CRD# 283489

View on FINRA BrokerCheck →

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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.

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