Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Bulls has been in the financial industry since 1999. Melinda is a registered representative of Cambridge Investment Research Advisors, Inc. and provides a variety of financial services, including financial planning, investment management and retirement planning. Melinda specializes in working with individuals and families, businesses, and retirement plans. She is passionate about helping her clients reach their financial goals and providing them with the guidance they need to make informed financial decisions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
10/24/2016 - Present
Cambridge Investment Research Advisors, Inc. (Temple TX)
TX
01/04/2006 - 10/25/2016
CCF INVESTMENTS, INC. (TEMPLE TX)
CO
07/03/2000 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
06/28/1999 - 07/06/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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