Melissa Southwell
Melissa Southwell is a registered investment advisor at Cetera Investment Advisers LLC, based in Livonia, MI, with 12 years of industry experience. Melissa 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
Firm Size
IM Fee
Assets Under Management
Location
17310 Farmington Rd, Livonia, MI, 48152
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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 is an agent for Avantax Insurance Agency LLC and GBU Financial Life, selling fixed, equity indexed, and variable annuities, as well as non-securities related life insurance, dedicating a few hours per week to each. She also holds board positions with Kiwanis Club of Livonia Early Risers Foundation, Livonia Kiwanis Club, and SEEDLINGS Braille Books for Children, and is a co-owner of Center for Tax Planning and MIP Advisors LLC, and owner of Making Investing Personal LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Spc
Sigma Financial CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
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