MH
MH

Melissa Hines

22 Years of Experience
Destin, FL
Broker

Melissa Hines is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Destin, FL, with 22 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

Loading...

Location

34990 Emerald Coast Parkway, Suite 378, Destin, FL, 32541

Get directions

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.

Learn about disclosures →
Other Business Activities

Melissa is a board member of Hines Educational Foundation since 1994. She is also an advisory representative of a RIA, CIRA, and owner of Empowered Financial Strategies, dedicating nearly full-time hours to these investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2019 - Present · 7 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Cambridge Investment Research, INC.
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC
October 2017 - April 2019 · 1 yr 6 mos
Park Avenue Securities LLC
February 2017 - September 2017 · 7 mos
Park Avenue Securities LLCBroker
October 2003 - April 2019 · 15 yrs 6 mos
State Registrations19 states
ALCACODCFLIAIDILINKYMDMIMNNCSCTXVAWAWI
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.