MB
Melissa Bunson
THE STRATEGIC FINANCIAL ALLIANCE
Peachtree Corners, GA 30092
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CRD#: 4039352
MB
Professional summary
Melissa Bunson, who also goes by Melissa Lynn Henderson, Melissa Henderson, Melissa Lynn Waller, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Peachtree Corners, Georgia and STRATEGIC BLUEPRINT, LLC located in Peachtree Corners, Georgia.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Melissa has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Lynn Henderson | Melissa Henderson | Melissa Lynn Waller
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. Name: Prehmus Financial Partners Position: Employee - W2 Nature: Client Services Manager Investment Related: Yes Hours: 160 Securities Trading Hours: 140 Start Date: 04/18/2017 Address: 3930 E. Jones Bridge Rd., Suite 175, Peachtree Corners GA 30092, United States Description: Process paperwork, open client account, trading
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Bunson's 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®
NoneExperience
Current
May 10, 2017 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092RIA
BD
CRD#: 126514
Peachtree Corners, GA
Current
January 13, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092RIA
CRD#: 284840
Peachtree Corners, GA
Current
May 9, 2017 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092RIA
BD
CRD#: 126514
Peachtree Corners, GA
Past
August 26, 2016 - April 3, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Atlanta, GA
Past
July 5, 2016 - April 3, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Atlanta, GA
Past
May 7, 2002 - March 11, 2005
IMPERIAL CAPITAL, LLC
BD
CRD#: 43744
LOS ANGELES, CA
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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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.RR
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
RR
Georgia(5/9/2017)
IAR
Georgia(5/10/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
