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Melissa Dorman Farmer

Lincoln Douglas Investments, LLC

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About Melissa Dorman Farmer

Melissa Farmer is a registered representative with Lincoln Douglas Investments, LLC located in Loganville, GA. Melissa has over 24 years of experience in the financial services industry. Melissa holds the following licenses: Series 6, Series 26, and Series 63. Melissa is also a licensed insurance agent. Melissa's areas of specialization include: Investment Company Products/Variable Contracts and Securities Industry Essentials.

Firm Information

Melissa Farmer is currently registered with Lincoln Douglas Investments, LLC. Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

$42.53M

Assets Under Management

Not reported

Total Clients

30

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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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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Melissa Farmer’s Registration & Firm History

GA

07/01/2020 - Present

Lincoln Douglas Investments, LLC (Loganville GA)

GA

09/13/1996 - 07/01/2020

NATIONWIDE SECURITIES, LLC (LOGANVILLE GA)

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Licenses & Designations

BC

Issued 08/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Dorman Farmer.
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