James Melvin is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Fayetteville, NC, with 45 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1308 Fort Bragg Road Ste 101, Fayetteville, NC, 28305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved with Northwood Temple Church's "Financial Peace University", spending minimal time per week. He also has power of attorney for his mother-in-law and aunt, owns Gateway Capital Wealth Management LLC, and notarizes documents.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations13 states
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