Melissa Spivey
Melissa Spivey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lincolnton, NC, 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
517 E Main Street, Lincolnton, NC, 28092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa owns rental real estate properties and an online clothing boutique. She also owns Somers Financial Group, a support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations6 states
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