Melissa J. Crockett
Professional summary
Melissa Jane Crockett is a registered financial advisor currently at IS CAPITAL MANAGEMENT located in Dallas, Texas.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Melissa has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Jane Crockett's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2020 - Present
IS CAPITAL MANAGEMENT
July 6, 2018 - December 2, 2019
TRUSTMONT ADVISORY GROUP, INC.
July 6, 2018 - December 2, 2019
TRUSTMONT FINANCIAL GROUP, INC.
April 8, 2008 - June 29, 2018
KOVACK ADVISORS, INC.
May 8, 2006 - June 29, 2018
KOVACK SECURITIES INC.
February 1, 2005 - January 23, 2006
BROKER DEALER FINANCIAL SERVICES CORP.
December 16, 2004 - December 31, 2004
TRIAD ADVISORS LLC
September 21, 1999 - December 16, 2004
TRIAD ADVISORS LLC
September 21, 1999 - December 16, 2004
TRIAD ADVISORS LLC
April 17, 1998 - September 16, 1999
CENTENNIAL CAPITAL MANAGEMENT, INC.
January 12, 1995 - April 15, 1998
ARAGON FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2020)
Exams
Current Firm
IS CAPITAL MANAGEMENT
CRD#: 306787 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 2,988,099 |
Red Flags
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