Melinda H. Mcree

FIRETHORN WEALTH PARTNERS

Augusta, GA 30904

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CRD#: 2924945

Professional summary

Melinda Haire Mcree, who also goes by Melinda Elaine Haire, is a registered financial advisor currently at FIRETHORN WEALTH PARTNERS, LLC located in Augusta, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in Augusta, Georgia.

Melinda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Melinda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melinda Elaine Haire

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Firethorn Wealth Partners; Investment Related,,RIA,CCO & Director of Operations,2018-08-10,160 hours per month,10 hours per month during trading hours,Salary Compensation,Chief compliance officer and director of operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Haire Mcree's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 23, 2018 - Present

FIRETHORN WEALTH PARTNERS, LLC

Office #1: 2550 Central Avenue, Augusta, GA 30904

RIA

CRD#: 297634

Augusta, GA

Current

August 11, 2018 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 2550 Central Avenue, Augusta, GA 30904

CRD#: 288898

Augusta, GA

Past

February 2, 2016 - May 1, 2017

WEALTHPLAN PARTNERS

RIA

CRD#: 158935

AUGUSTA, GA

Past

July 7, 2010 - August 15, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

AUGUSTA, GA

Past

July 6, 2010 - August 15, 2018

LPL FINANCIAL LLC

CRD#: 6413

AUGUSTA, GA

Past

March 13, 2006 - July 8, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

MARTINEZ, GA

Past

March 3, 2006 - July 8, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

MARTINEZ, GA

Past

January 3, 2005 - February 27, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUGUSTA, GA

Past

October 1, 2000 - February 27, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

August 20, 1997 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA

Registered Investment Advisory firm - (7/26/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(8/11/2018)

IAR

Georgia
(8/23/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA

Registered Investment Advisory firm - (7/26/2018 Approved)

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Contact information

Main Address

2550 Central Avenue, Augusta, GA 30904

Mailing Address

Phone number

(706) 426-4243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE - FIRETHORN WEALTH PARTNERS, LLC (3/18/2025)

Regulatory assets under management

Total Number of Accounts	2,112
AUM (Assets Under Management)	$ 543,566,110

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

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Melinda H. Mcree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Haire Mcree's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

WEALTHPLAN PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

FIRETHORN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2004

Series 63

Date: 8/20/1997

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2000

Series 6

Date: 8/18/1997

FINRA

Current Firm

FIRETHORN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRETHORN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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