Melissa Mccarthy
Melissa Mccarthy is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 17 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
540 N. Cascade Avenue, Suite 100, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is the President of Colorado Wealth Associates, LLC, responsible for day-to-day operations, and the Treasurer of Colorado Wealth Partners, Inc., managing bookkeeping and payroll. She also works as an independent contractor providing tax preparation services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations43 states
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