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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Bianca Blakney is an Investment Advisor Representative at McAdam LLC. Melanie has been in the industry since 2014 and holds a Series 65 license. Melanie specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. She has experience working with clients of all income levels and can help you develop a personalized financial plan to meet your specific goals. McAdam LLC is a fee-only firm, which means they do not receive commissions or other incentives for recommending specific investments. They are committed to providing their clients with objective and unbiased advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/13/2025 - Present
McAdam LLC (Riverside CA)
IA
Issued 11/18/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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