Melinda Burgess is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 11 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melinda is a partner and landlord for Morris Place, LLC, a rental property, dedicating minimal time. She also provides marketing and solicitation services for Touchstone Securities and owns Pork LLC, a car rental business on Turo, spending minimal time on each.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Hantz Financial Services, INC.Broker
State Registrations11 states
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