Melinda Woolsey
Melinda Woolsey is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melinda works as a registered sales assistant for Artistry Wealth LLC DBA Brunette & Associates, dedicating full-time hours. She also owns rental property, requiring a few hours per week, and serves as Chapter President for Kappa Kappa Sigma Alpha Kappa Chapter, a non-profit organization, requiring minimal time. Additionally, Melinda is the Grand Registrar for Kappa Kappa Sigma, a social sorority, spending a few hours per week on this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
First Allied Securities, INC.Broker
Cetera Investment Advisers LLC
Column Capital Advisors, LLC
David A. Noyes & CompanyBroker
Wells Fargo Clearing Services, LLCBroker
Thurston, Springer, Miller, Herd & Titak, INC.Broker
RBC Capital Markets, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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