CM
CM

Christine Melancon

17 Years of Experience
Phoenix, AZ
Broker

Christine Melancon is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 17 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016

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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.

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Other Business Activities

Christine is the owner of Christine Melancon LLC for tax purposes only. She is also the successor trustee for the Aaron J Cunningham Trust.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
May 2016 - June 2019 · 3 yrs 1 mo
Foresters Financial Services, INC.Broker
June 2008 - June 2019 · 11 yrs
State Registrations16 states
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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.