linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Melanie Heather Brown

World Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melanie? Claim Your Profile

About Melanie Heather Brown

Melanie Heather Brown is a registered investment advisor representative with World Investment Advisors, LLC and Acrisure Investment Advisory Solutions, LLC. Melanie has been in the industry since 2003 and has a Series 66, Series 7 and SIE. Melanie is licensed to provide investment advisory services in Vermont. The firm's services include portfolio management for businesses, individuals, and pooled investment vehicles. They also offer financial planning, pension consulting, and educational seminars.

Firm Information

Melanie Brown is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melanie Brown’s Registration & Firm History

VT

12/05/2018 - Present

World Investment Advisors, LLC (Burlington VT)

VT

10/02/2014 - 12/31/2014

LPL FINANCIAL LLC (BURLINGTON VT)

VT

04/02/2013 - 09/22/2014

MORGAN STANLEY (BURLINGTON VT)

VT

12/17/2003 - 03/23/2011

NFP SECURITIES, INC. (SOUTH BURLINGTON VT)

Not sure if Melanie Heather Brown is right for you?

Licenses & Designations

BOTH

Issued 06/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melanie Heather Brown.
Not sure if Melanie Heather Brown is right for you?