Melody Thomas
Melody Thomas is a registered investment advisor at Usi Advisors, based in Seattle, WA, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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.
Exams
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