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Melissa G. Packard

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CRD#: 4640832
MP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Melissa Gayle Packard, who also goes by Melissa Gayle Bagwell, Missy Gayle Packard, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 2003. Melissa had worked at 2 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melissa Gayle Bagwell | Missy Gayle Packard

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 28, 2012 - January 2, 2018

INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 35490
BIRMINGHAM, AL
Past

July 26, 2006 - February 29, 2012

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
GREENVILLE, SC
Past

June 2, 2003 - November 10, 2004

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 1/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/30/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ID
INVESTMENT DISTRIBUTORS, INC.
INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490 / SEC#: , 8-46802

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
2801 Highway 280 South, Birmingham, AL 35223
Phone number
(205) 868-3073
Established
Tennessee since 08/30/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT COMPANY
CARLSON, MARTHA LDESIGNATED RESPONSIBLE LICENSED PRODUCER2731502
COFFMAN, BENJAMIN PAULCHIEF FINANCIAL OFFICER6738662
COLLAZO, KIMBERLYASSISTANT SECRETARY8075061
CREUTZMANN, SCOTT EMILDIRECTOR5351383
LANE, JAMIE LAURADIRECTOR5779720
LEE, FELICIA MALLOCHSECRETARY7498538
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100
MORSCH, LETITIA ADIRECTOR & ASSISTANT SECRETARY5133531
TENNENT, RAYBURN EDWARDSR ANALYST FINANCIAL REPORTING6245099
WAGNER, JAMES CARL JRPRESIDENT & DIRECTOR4261922

Disclosures

Regulatory Event1

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.

Company Information

INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490

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