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Melinda Haire McRee

Firethorn Wealth Partners, LLC

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About Melinda Haire McRee

Melinda McRee is an investment advisor representative with Firethorn Wealth Partners, LLC. Melinda has been working in the financial services industry since 1997. Melinda has experience in investment advisory, portfolio management, financial planning, and pension consulting. Melinda holds Series 6, 7, 63 and 65 licenses. Melinda is committed to providing her clients with the highest level of service and expertise.

Firm Information

Melinda McRee is currently registered with Firethorn Wealth Partners, LLC. Firethorn Wealth Partners, LLC is an Augusta, GA-based registered investment advisor with over $459 million in assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and retirement plans. They have over 1,800 client accounts and a team of 5 licensed agents and 4 investment advisor representatives.
Firethorn Wealth Partners, LLC

2550 CENTRAL AVENUE

AUGUSTA, GA 30904

$459.68M

Assets Under Management

3

Total Clients

6

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Melinda McRee’s Registration & Firm History

GA

08/23/2018 - Present

Firethorn Wealth Partners, LLC (AUGUSTA GA)

GA

07/06/2010 - 08/15/2018

LPL FINANCIAL LLC (AUGUSTA GA)

GA

03/03/2006 - 07/08/2010

UVEST FINANCIAL SERVICES GROUP, INC. (MARTINEZ GA)

MO

10/01/2000 - 02/27/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

08/20/1997 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 12/28/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melinda Haire McRee.
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