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Melinda Whitlock

31 Years of Experience
Peachtree City, GA
Broker

Melinda Whitlock is a registered investment advisor at Wells Fargo Advisors, based in Peachtree City, GA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2338 Hwy 54 W, Peachtree City, GA, 30269

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Melinda is a co-owner of Largin Company LTD, a family-owned real estate holding company since 1994, and has 10% ownership in Largin Family LTD since 2011, dedicating minimal time to it. She also has 14% ownership in MEB LLC, a fine art practice, dedicating nearly full-time hours to it. Melinda also has a State of Georgia law license since 1993.

Employment History
Current Registrations
Wells Fargo Advisors
March 2008 - Present · 18 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2008 - Present · 18 yrs 4 mos
Previous Registrations
Edward Jones
March 2007 - March 2008 · 1 yr
Edward JonesBroker
July 1994 - March 2008 · 13 yrs 8 mos
State Registrations32 states
ALARAZCACODCFLGAILLAMDMEMIMNMOMSNCNJNMNVNYOHOKORPASCTNTXUTVAVirgin IslandsWI
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.
Melinda Whitlock - Financial Advisor | TrueAdvisor