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Kenneth Charles Melkovitz

Cambridge Investment Research, Inc.

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About Kenneth Charles Melkovitz

Kenneth Melkovitz is a financial professional with over 23 years of experience in the industry. Kenneth is currently registered with Cambridge Investment Research, Inc. Kenneth has held previous positions with a number of firms including FSC Securities Corporation, SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Level Four Financial, LLC, LPL Financial LLC, SWS Financial Services, Inc., Southwest Securities, Inc., H.D. Vest Investment Services, Behringer Securities LP, MONY Securities Corporation, AXA Advisors, LLC, MML Investors Services, Inc., 1st Global Capital Corp., and Janus Distributors, Inc. Kenneth holds the Series 6, 7, 24, 63, 99TO, and SIE licenses. Kenneth is registered with the state of Georgia and Texas.

Firm Information

Kenneth Melkovitz is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kenneth Melkovitz’s Registration & Firm History

GA

07/18/2022 - Present

Cambridge Investment Research, Inc. (ATLANTA GA)

GA

02/02/2022 - 07/19/2022

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

02/02/2022 - 07/19/2022

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

NE

02/02/2022 - 07/19/2022

SECURITIES AMERICA, INC. (LAVISTA NE)

GA

02/02/2022 - 07/19/2022

TRIAD ADVISORS LLC (ATLANTA GA)

MN

02/02/2022 - 07/19/2022

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

AZ

02/01/2022 - 07/19/2022

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

09/15/2021 - 12/31/2021

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

09/15/2021 - 12/31/2021

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NE

09/15/2021 - 12/31/2021

SECURITIES AMERICA, INC. (LAVISTA NE)

GA

09/15/2021 - 12/31/2021

TRIAD ADVISORS LLC (ATLANTA GA)

MN

09/15/2021 - 12/31/2021

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

AZ

09/14/2021 - 12/31/2021

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

TX

03/29/2021 - 09/15/2021

LEVEL FOUR FINANCIAL, LLC (Dallas TX)

SC

06/23/2014 - 04/09/2021

LPL FINANCIAL LLC (FORT MILL SC)

TX

03/25/2014 - 05/19/2014

SWS FINANCIAL SERVICES, INC. (DALLAS TX)

TX

03/24/2014 - 05/19/2014

SOUTHWEST SECURITIES, INC. (DALLAS TX)

CA

03/03/2011 - 04/02/2014

LPL FINANCIAL LLC (SAN DIEGO CA)

TX

04/14/2008 - 02/25/2011

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

TX

03/28/2008 - 04/03/2008

BEHRINGER SECURITIES LP (DALLAS TX)

TX

09/12/2005 - 03/19/2008

H.D. VEST INVESTMENT SERVICES (IRVING TX)

NY

03/22/2005 - 09/16/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

05/26/2005 - 09/10/2005

AXA ADVISORS, LLC (NEW YORK NY)

MA

12/06/2003 - 03/10/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

TX

02/26/2001 - 11/19/2003

SOUTHWEST SECURITIES, INC. (DALLAS TX)

MO

11/07/2000 - 03/13/2001

FFP SECURITIES, INC. (CHESTERFIELD MO)

TX

09/03/1999 - 11/06/2000

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

CO

10/20/1998 - 08/20/1999

JANUS DISTRIBUTORS, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 10/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Charles Melkovitz.
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