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Melissa Blankenship

9 Years of Experience
Vienna, WV
Broker

Melissa Blankenship is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, WV, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1102 Grand Central Avenue, Vienna, WV, 26105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Melissa works as a brokerage assistant and client service associate at Peoples Bank and Peoples Investment Services, respectively, since December 2022. These roles each take about half of Melissa's time and are investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
United Brokerage Services INC
February 2022 - December 2022 · 10 mos
United Brokerage Services, INCBroker
July 2021 - December 2022 · 1 yr 5 mos
Morgan Stanley
January 2017 - December 2017 · 11 mos
Morgan StanleyBroker
September 2016 - December 2017 · 1 yr 3 mos
Profunds Distributors, INC.Broker
September 2011 - February 2013 · 1 yr 5 mos
Suntrust Investment Services, INC.
January 2008 - May 2010 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
December 2007 - May 2010 · 2 yrs 5 mos
State Registrations13 states
DCFLINKYMDMSNCOHPASCTXVAWV
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.