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Melissa Lavers

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Melissa Lavers

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Overview

Description

This advisor is no longer actively registered. Their most recent registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated ended in May 27, 2016....

Information

  • other names
    N/A
  • Other Firms
    N/A
  • doing business as
    N/A
  • type
    Not Actively Registered

Location

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Services

Advisor Services

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IBM 401k plan still the largest, and one of the best
BrightScope Editorial

Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 4 years, 7 months Mar 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 4 years, 9 months Jan 2012 - Present
Gci Energy 6 months Jul 2011 - Jan 2012
Wells Fargo Advisors, LLC 9 months Sep 2010 - Jun 2011
Wells Fargo Investments, LLC. 9 months Dec 2009 - Sep 2010
Wells Fargo Investments LLC 1 year, 4 months Aug 2006 - Dec 2007
Wells Capital Management Singapore 4 years, 3 months Sep 2005 - Dec 2009
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Melissa Lavers

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Boeing Fee Settlement Highlights the High Bar for Large Plans
BrightScope Editorial

Answers

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Advisor Links

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 27, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 28, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
See Disclosure Details

Assets

Assets

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Fees

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