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MELD FINANCIAL, INC.
MELD FINANCIAL, INC.
BIRMINGHAM, Alabama
·
5 registered advisors
·
CRD# 118896
SEC# 801-62981
2
205-967-4200
01
Firm Overview
AUM
$594M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MELD FINANCIAL, INC.
5 registered advisors
Blake W May
BIRMINGHAM, Alabama
CFP
CRD# 6407811
Kyle B Whittington
BIRMINGHAM, Alabama
CFP
CRD# 5295189
Mark Alan Mcgarvey
BIRMINGHAM, Alabama
CFP
CRD# 853065
Patricia Lynn Burris
BIRMINGHAM, Alabama
CFP
CRD# 2924167
William Drake Connor
BIRMINGHAM, Alabama
CRD# 5364354
05
Office Locations
BIRMINGHAM, Alabama
5 advisors
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Data sourced from SEC Form ADV filings. MELD FINANCIAL, INC. (CRD# 118896) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.