MH
MH

Melissa Hess

30 Years of Experience
Philadelphia, PA
Broker

Melissa Hess is a registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, with 30 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1735 Market Street, Suite 1400, Philadelphia, PA, 19103

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
December 2007 - September 2016 · 8 yrs 9 mos
Deutsche Bank Securities INC.
November 2007 - September 2016 · 8 yrs 10 mos
Geneos Wealth Management, INC.
October 2006 - June 2007 · 8 mos
Geneos Wealth Management, INC.Broker
October 2006 - June 2007 · 8 mos
Deutsche Bank Securities INC.Broker
July 2003 - August 2006 · 3 yrs 1 mo
Deutsche Bank Securities INC.
July 2003 - August 2006 · 3 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
February 2003 - July 2003 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - July 2003 · 5 mos
Deutsche Bank Securities INC.Broker
April 2001 - March 2003 · 1 yr 11 mos
Josephthal & CO., INC.Broker
November 2000 - March 2001 · 4 mos
Southwick Investments, INC.Broker
October 1998 - November 2000 · 2 yrs 1 mo
J.C. Bradford & CO.Broker
July 1998 - August 1998 · 1 mo
Southwick Investments, INC.Broker
July 1997 - July 1998 · 1 yr
Suntrust Capital Markets, INC.Broker
January 1995 - February 1996 · 1 yr 1 mo
Suntrust Securities, INC.Broker
May 1993 - December 1994 · 1 yr 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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