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Thomas Melburn

Everspire

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About Thomas Melburn

Thomas Melburn is a financial advisor with Everspire based in Midvale, Utah. Thomas has been working in the financial services industry since May 2016. Thomas is licensed to sell securities in 14 states and is registered as an investment advisor representative in 3 states. Thomas is qualified to provide investment advice to individuals, corporations, and businesses. Thomas specializes in financial planning, educational seminars, and selection of other advisors. Previously, Thomas was employed by Benchmark Investments, LLC and Cambria Capital, LLC.

Firm Information

Thomas Melburn is currently registered with Everspire. Everspire is a Registered Investment Advisor (RIA) based in Midvale, UT, with a team of 15 Investment Advisor Representatives. They manage approximately $156.2 million in assets for individuals, corporations, and high-net-worth clients. They provide financial planning, portfolio management, and educational seminars. Everspire participates in wrap fee programs.
Everspire

6900 SOUTH 900 EAST

MIDVALE, UT 84047

$156.25M

Assets Under Management

Not reported

Total Clients

15

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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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.

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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percentage of assets

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

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other

Wrap fee

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Thomas Melburn’s Registration & Firm History

UT

01/04/2023 - Present

Everspire (MIDVALE UT)

NY

06/01/2021 - 12/09/2022

BENCHMARK INVESTMENTS, LLC (NEW YORK NY)

UT

05/24/2016 - 06/24/2021

CAMBRIA CAPITAL, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 07/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/26/2014

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Melburn.
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