MR
MR

Melvin Ratcliff

37 Years of Experience
Vero Beach, FL
Broker

Melvin Ratcliff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4733 N Highway A1A, Suite 303, Vero Beach, FL, 32963

Get directions

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.

Learn about disclosures →
Other Business Activities

Melvin is the President and Officer of Blue Chip Divas, a support company for his RJFS practice, dedicating about 10-20% of his time, including during trading hours. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2012 - Present · 14 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 2012 - Present · 14 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2008 - January 2012 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2008 - January 2012 · 3 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
February 1989 - April 2007 · 18 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 1989 - April 2007 · 18 yrs 3 mos
State Registrations7 states
DEFLMENJNYOHVT
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.