Melissa Connelly-Mcvoy is a registered investment advisor, based in Denver, CO, with 8 years of industry experience.
Location
Denver, CO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a W2 employee and DBA at Lotus Financial Partners since May 2022, spending full-time hours there. She is also an independent insurance agent for various independent insurance companies and works as a W2 employee at Canyonero Services, Inc, taking about two-thirds of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 states
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