MP
CFP
MP
CFP

Melissa Parkins

12 Years of Experience
Troy, MI
Broker

Melissa Parkins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 12 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
Loading...

Location

1301 West Long Lake, Suite 107, Troy, MI, 48098

Get directions

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.

Learn about disclosures →
Other Business Activities

Melissa is an employee at Southworth & Wilson, Inc., a support company, since 2018. She dedicates no time to this non-investment related activity, supporting Wendy Wilson.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2019 - Present · 7 yrs 2 mos
Raymond James Financial Services, INC.
February 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Telemus Capital, LLC
November 2016 - November 2018 · 2 yrs
Raymond James Financial Services, INC.Broker
January 2013 - October 2016 · 3 yrs 9 mos
State Registrations23 states
AKARAZCADCFLGAILMAMDMIMNNCNENHNJNVNYPASCTXWAWI
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.