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Patricia Lynn Burris

Meld Financial, Inc.

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About Patricia Lynn Burris

Patricia Lynn Burris is an investment advisor representative, licensed in Alabama, with Meld Financial, Inc. based in Birmingham, AL. Patricia has over 25 years of experience in the industry, having also previously worked with Triad Advisors LLC in Atlanta, GA and Royal Alliance Associates, Inc. in Scottsdale, AZ. Patricia holds the Series 63, Series 7, and SIE exams and is a Certified Financial Planner. Patricia specializes in financial planning, portfolio management, and education seminars.

Firm Information

Patricia Burris is currently registered with Meld Financial, Inc.. Meld Financial, Inc., based in Birmingham, AL, is an investment advisory firm with approximately $594,413,274 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and state or municipal government entities. They also offer consulting services related to Social Security and Medicare.
Meld Financial, Inc.

3008 PUMP HOUSE RD.

BIRMINGHAM, AL 35243

$594.41M

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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social security and medicare consulting, individual consulting and financial wellness educational programs

Social security and medicare consulting, individual consulting and financial wellness educational programs

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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Patricia Burris’s Registration & Firm History

AL

10/20/1997 - Present

Meld Financial, Inc. (BIRMINGHAM AL)

GA

01/04/1999 - 10/06/2022

TRIAD ADVISORS LLC (ATLANTA GA)

AZ

08/25/1997 - 01/15/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

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 08/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Lynn Burris.
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