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Brad Melvin

9 Years of Experience
Ponte Vedra Beach, FL
Broker

Brad Melvin is a registered investment advisor, based in Ponte Vedra Beach, FL, with 9 years of industry experience.

Location

100 Corridor Road, Suite 101, Ponte Vedra Beach, FL, 32082

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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

Brad works as a bartender at Conch House Marina Resort, dedicating a few hours per week. He also works as a registered sales assistant/client service associate for Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, and The Horizon Group, spending about half his time at each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Truist Advisory Services, INC.
March 2021 - May 2024 · 3 yrs 2 mos
Truist Investment Services, INC.Broker
February 2021 - May 2024 · 3 yrs 3 mos
Bb&t Securities, LLC
December 2018 - March 2021 · 2 yrs 3 mos
Bb&t Securities, LLCBroker
November 2018 - February 2021 · 2 yrs 3 mos
Bbva Securities INC.Broker
October 2017 - November 2017 · 1 mo
Fidelity Brokerage Services LLCBroker
October 2015 - September 2017 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Brad Melvin - Financial Advisor | TrueAdvisor