MD
MD

Melissa Downing

12 Years of Experience
Broken Arrow, OK
Broker

Melissa Downing is a registered investment advisor, based in Broken Arrow, OK, with 12 years of industry experience.

Location

Broken Arrow, OK

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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

Melissa works as an Office Manager and Tax Return Processor for Cochran Bell LLC, an accounting services and tax preparation firm. This takes about half of Melissa's time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
March 2016 - September 2025 · 9 yrs 6 mos
Avantax Investment Services, INC.Broker
June 2013 - September 2025 · 12 yrs 3 mos
State Registrations1 state
OK
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.
Melissa Downing - Financial Advisor | TrueAdvisor