Melissa Paddock
Melissa Paddock is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monterey, CA, 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
Firm Size
IM Fee
Assets Under Management
Location
398 Foam Street, Suite B2, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is the sole owner and CEO of Paddock Financial Planning since October 2023. She dedicates a significant amount of time to this business, about a quarter to half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations23 states
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