MR
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Melanie Radcliff
24 Years of Experience
Ft. Lauderdale, FL
3 DisclosuresBrokerSells Insurance
Melanie Radcliff is a registered investment advisor, based in Ft. Lauderdale, FL, with 24 years of industry experience.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (3)
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Regulatory
March 2012Final
Customer Dispute
October 2010Settled
Employment Separation After Allegations
June 2010Other Business ActivitiesSells Insurance
Melanie is the president of Old Fort Wealth Management Inc., where she focuses on wealth management and insurance products, dedicating most of her time. She also works as a CPA/tax planner for Hack Your Tax, LLC, spending about 10-20% of her time, and dedicates minimal time as a notary and instructor for Elevate Her Workshop Series.
Employment History
Current Registrations
Kovack Advisors, INC.
September 2023 - Present · 2 yrs 8 mos
Kovack Securities INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - September 2023 · 3 mos
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Cetera Advisor Networks LLCBroker
September 2019 - September 2023 · 4 yrs
Summit Financial Group INC
July 2010 - May 2021 · 10 yrs 10 mos
Summit Brokerage Services, INC.Broker
July 2010 - September 2019 · 9 yrs 2 mos
Edward JonesBroker
March 2005 - July 2010 · 5 yrs 4 mos
Edward Jones
March 2005 - July 2010 · 5 yrs 4 mos
1st Global Advisors INC
October 2002 - April 2005 · 2 yrs 6 mos
1st Global Capital CORP.Broker
August 2002 - April 2005 · 2 yrs 8 mos
American Express Financial Advisors, INC.
January 2002 - August 2002 · 7 mos
American Express Financial Advisors INC.Broker
January 2002 - August 2002 · 7 mos
Ids Life Insurance CompanyBroker
January 2002 - August 2002 · 7 mos
State Registrations12 states
ARAZCAFLIALAMNMOOKORTXVA
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.