Melody Thomas
Melody Thomas is a registered investment advisor at Usi Advisors, based in Seattle, WA, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,340 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.
Location
601 Union Street, Suite 1000, Seattle, WA, 98101
Get directionsHistory
Regulatory History (1)
Criminal
December 1987Other Business Activities
Melody works as a Communications Director and Investment Advisor Representative at USI Advisors, dedicating full-time hours to this role. Her responsibilities involve managing communications and advising clients, with compensation including expense reimbursement, wages, salary, and tips.
Employment History
Current Registrations
Usi Advisors
Previous Registrations
M Holdings Securities, INC.Broker
Kibble & Prentice Holding Company
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
Invesmart Advisors INC
Invesmart Securities, LLCBroker
State Registrations1 state
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.