Melisa Lindsay-Lipkins
Melisa Lindsay-Lipkins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
2701 NW Vaughn Street, Suite 800, Portland, OR, 97210
Get directionsHistory
Regulatory History
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
Melisa jointly owns a vacation rental property with her husband and manages it through Airbnb. She also serves on the Finance Committee for a local non-profit, reviewing financial documents, and works full-time for OnPoint Community Credit Union and its investment services divisions, overseeing the wealth and investment program.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Financial Network Investment CorporationBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Financial Network Investment CorporationBroker
State Registrations33 states
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.