GM
GM

Grady Melton

13 Years of Experience
Phoenix, AZ
Broker

Grady Melton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 13 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

826 E Union Hills Dr, Phoenix, AZ, 85024

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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

Grady is an associate/employee at Desert Financial Credit Union and Desert Financial Wealth Management, dedicating about half his time to each. He also owns rental real estate and is a partner in a restaurant, spending minimal time on these ventures.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - July 2022 · 9 yrs 9 mos
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
State Registrations8 states
AZCAFLMIOKTXUTWA
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.