MF
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Melissa Fletcher

8 Years of Experience
Williamsburg, VA
Broker

Melissa Fletcher is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 8 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

5216 Monticello Avenue, Williamsburg, VA, 23188

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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 is affiliated with Towne Wealth Management and TowneBank, spending minimal time on each. She is also a signer on her aunt's bank account to assist with bill payments and final expenses if needed.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2018 - Present · 8 yrs 4 mos
State Registrations1 state
VA
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.