MD
MD

Melodie Davis

25 Years of Experience
Laramie, WY
BrokerSells Insurance

Melodie Davis is a registered investment advisor, based in Laramie, WY, with 25 years of industry experience.

Location

105 South 4th St, Laramie, WY, 82070

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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 ActivitiesSells Insurance

Melodie works as an advisory representative of a registered investment advisor and as an independent insurance agent since 2006. She also works as an advisor for Strategic Partners Financial Group, taking nearly full-time hours.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2018 - Present · 8 yrs 3 mos
Cambridge Investment Research, INC.Broker
June 2018 - Present · 8 yrs 3 mos
Previous Registrations
Kestra Advisory Services, LLC
June 2018 - June 2018 · 0 mos
Kestra Investment Services, LLCBroker
February 2001 - June 2018 · 17 yrs 4 mos
State Registrations20 states
ARAZCACOIAIDINMNMOMTNVNYOHPASCTXUTWAWIWY
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.
Melodie Davis - Financial Advisor | TrueAdvisor