Melissa Scott
Melissa Scott is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lillington, NC, with 17 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Lillington, NC
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Regulatory History (1)
Employment Separation After Allegations
December 2007Other Business ActivitiesSells Insurance
Melissa is an advisory representative of an RIA, taking nearly full-time hours. She also owns real estate, works in food/beverage services, is president of an independent insurance agency, works in insurance/benefits/resources, and owns an agriculture business.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations5 states
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.