ML
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Melinda Lapert
40 Years of Experience
Plano, TX
1 DisclosureBroker
Melinda Lapert is a registered investment advisor at Wells Fargo Advisors, based in Plano, TX, with 40 years of industry experience. Melinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
5560 Tennyson Plwy Ste 130, [Satellite], Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2006Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2012 - September 2022 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2012 - September 2022 · 10 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2012 · 3 yrs 3 mos
Citigroup Global Markets INC.
April 2006 - June 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2000 - March 2006 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1985 - March 2006 · 20 yrs 5 mos
State Registrations38 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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