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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Melton is a financial advisor with LPL Financial LLC, a firm with offices in Memphis, TN. Paul Melton has been in the industry for over 30 years and has experience with a wide range of financial products and services. Paul Melton is a registered representative of LPL Financial and a registered investment advisor representative of LPL Financial. Paul Melton has been registered with the Securities and Exchange Commission since 1985 and has passed the Series 7, Series 63, Series 52, and Series 66 examinations. Paul Melton provides investment advice to individuals, families, and businesses. Paul Melton has worked with a number of firms in the past, including Waddell & Reed and Morgan Keegan & Company, Inc.. Paul Melton is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TN
07/21/2021 - Present
LPL Financial LLC (MEMPHIS TN)
TN
06/25/2010 - 07/21/2021
WADDELL & REED (MEMPHIS TN)
TN
12/14/1989 - 07/02/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
08/08/1985 - 11/15/1989
TOWNES & CO., INC.
BOTH
Issued 03/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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