Melissa K. Perez-leblanc
Professional summary
Melissa Kristine Perez-leblanc, who also goes by Melissa Kristine Leblanc, Melissa Perez Leblanc, Melissa K Perez, is a registered financial advisor currently at GLOBAL INVESTMENT ADVISORY located in Fulshear, Texas.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Melissa has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Kristine Perez-leblanc's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2025 - Present
GLOBAL INVESTMENT ADVISORY
January 21, 2015 - September 30, 2015
GIRARD SECURITIES, INC.
January 21, 2015 - September 30, 2015
GIRARD SECURITIES, INC.
August 19, 2009 - January 23, 2013
GFS ADVISORS LLC
August 19, 2009 - January 23, 2013
GLOBAL FINANCIAL SERVICES, L.L.C.
March 7, 2007 - March 11, 2009
STANFORD GROUP COMPANY
April 30, 2004 - March 11, 2009
STANFORD GROUP COMPANY
Primary Firm SEC Registration
GLOBAL INVESTMENT ADVISORY
CRD#: 310305 / SEC#: 801-131279
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2026)
(12/15/2025)
Exams
Current Firm
GLOBAL INVESTMENT ADVISORY
CRD#: 310305 / SEC#: 801-131279
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 21,484,490 |
Red Flags
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