MF
MF

Melinda Fairweather

2 Years of Experience
Pleasant Hill, CA
Broker

Melinda Fairweather is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pleasant Hill, CA, with 2 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2199 Norse Drive Suite A, Pleasant Hill, CA, 94523

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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

Melinda receives referral fees for referring clients to Frontline Wildfire Defense, dedicating minimal time to this. She also works as an associate/employee for SilverTree Collective and Wasser Wealth Management, LLC, spending about a quarter of her time on the former and a significant amount of time on the latter.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.