MP
MP

Melody Price

19 Years of Experience
Winter Springs, FL
Broker

Melody Price is a registered investment advisor at Raymond James & Associates, INC., based in Winter Springs, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Winter Springs, FL

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
UBS Financial Services INC.
March 2009 - October 2024 · 15 yrs 7 mos
UBS Financial Services INC.Broker
February 2009 - October 2024 · 15 yrs 8 mos
Citigroup Global Markets INC.
October 2008 - February 2009 · 4 mos
Citigroup Global Markets INC.Broker
November 2006 - February 2009 · 2 yrs 3 mos
Amsouth Investment Services, INC.Broker
November 2006 - November 2006 · 0 mos
Amsouth Investment Services, INC.Broker
June 2006 - October 2006 · 4 mos
State Registrations6 states
CTDCFLILNJNY
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.
Melody Price - Financial Advisor | TrueAdvisor