Melissa Clary is a registered investment advisor, based in Fort Collins, CO, with 19 years of industry experience.
Location
515 S. Howes St., Fort Collins, CO, 80521
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Regulatory History
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 ActivitiesSells Insurance
Melissa owns a CPA firm, Clary & Associates CPAs PLLC, taking nearly full-time hours. She is also a member/owner of Shores II, LLC, a commercial property/office building, dedicating minimal time, and an advisory representative of a RIA, CIRA, taking about half of her time. Additionally, Melissa is an independent insurance agent, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations3 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.