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Melinda Walton

6 Years of Experience
Harrisonburg, VA
Broker

Melinda Walton is a registered investment advisor at Cetera Investment Advisers LLC, based in Harrisonburg, VA, with 6 years of industry experience. Melinda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1675 Virginia Avenue, Suite C, Harrisonburg, VA, 22802

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Melinda works as an office manager/administrator for Park View Federal Credit Union, dedicating nearly full-time hours. She also teaches violin, works as a family photographer, is a board member for a domestic violence shelter, assists her spouse at James Madison University, has power of attorney for her spouse, and works as a pet sitter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
September 2020 - February 2025 · 4 yrs 5 mos
Concourse Financial Group Securities, INC.Broker
November 2019 - February 2025 · 5 yrs 3 mos
State Registrations27 states
ARCACODCDEFLIAILINKSMAMDMIMONCNJNYOHORPARITXVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.