Melissa Carriles Biggham

LASTING LEGACY WEALTH MANAGEMENT

ALEXANDRIA, VA 22314

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CRD#: 5337901

Professional summary

Melissa Carriles Biggham, who also goes by Melissa Biggham, Melissa Sue Carriles, Melissa Sue Carilles, Melissa S Carriles, Melissa Sue Carriles Biggham, Melissa Carriles-biggham, is a registered financial advisor currently at LASTING LEGACY WEALTH MANAGEMENT, LLC located in Alexandria, Virginia.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Melissa has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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. CARRILES BIGGHAM LLC DBA LASTING LEGACY WEALTH MANAGEMENT, FORT WASHINGTON, MD, 01/2017. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-20/WK-20/TRADING. 2. FEDERAL EMPLOYEES RETIREMENT AND BENEFITS INSTITUTE, WASHINGON DC, 08/2024. PROVIDING RETIREMENT BENEFIT EDUCATION. INV REL-20/WK-20/TRADING. 2. RENTAL PROPERTY, 8698 DEAVON HILLS DR, FORT WASHINGTON, MD, 04/01/20, NIR, LANDLORD, 1/WK- 0/TRADING 3. RENTAL PROPERTY, 13308 DIGGES TERRACE, FORT WASHINGTON, MD, 10/27/20, NIR, LANDLORD, 1/WK- 0/TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Carriles Biggham'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®

None

Experience

Current

September 26, 2023 - Present

LASTING LEGACY WEALTH MANAGEMENT, LLC

Office #1: 228 South Washington St Unit B10, Alexandria, VA 22314

RIA

CRD#: 328107

ALEXANDRIA, VA

Past

September 18, 2019 - October 18, 2023

CHESAPEAKE FINANCIAL PLANNING

RIA

CRD#: 283715

Fort Washington, MD

Past

January 11, 2019 - March 12, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Fort Washington, MD

Past

January 2, 2019 - October 19, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Fort Washington, MD

Past

June 7, 2018 - December 31, 2018

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Fort Washington, MD

Past

June 7, 2018 - December 31, 2018

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Fort Washington, MD

Past

May 15, 2018 - June 8, 2018

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Elkridge, MD

Past

May 14, 2018 - June 8, 2018

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Elkridge, MD

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.

Highlighted states indicate IAR registrations

IAR

California
(3/13/2025)

IAR

Florida
(3/7/2025)

IAR

Indiana
(10/24/2023)

IAR

Louisiana
(1/9/2025)

IAR

Maryland
(9/26/2023)

IAR

New Jersey
(11/22/2024)

IAR

Pennsylvania
(9/9/2024)

IAR

Texas
(4/30/2024)

IAR

Virginia
(3/8/2024)

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.

Exams

State Security Law Exam

Series 63

Date: 5/29/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/28/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/14/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LASTING LEGACY WEALTH MANAGEMENT, LLC

CRD#: 328107 / SEC#:

California

Registered Investment Advisory firm - (3/13/2025 Approved)

Florida

Registered Investment Advisory firm - (3/7/2025 Approved)

Indiana

Registered Investment Advisory firm - (10/24/2023 Approved)

Louisiana

Registered Investment Advisory firm - (1/9/2025 Approved)

Maryland

Registered Investment Advisory firm - (9/26/2023 Approved)

New Jersey

Registered Investment Advisory firm - (11/22/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/6/2024 Approved)

Texas

Registered Investment Advisory firm - (4/30/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/7/2024 Approved)

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Contact information

Main Address

228 South Washington St Unit B10, Alexandria, VA 22314

Mailing Address

Phone number

(703) 842-4333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 46,823,990

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.

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Advisor Monitoring

Firm Stability Insights

Melissa Carriles Biggham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Carriles Biggham's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHESAPEAKE FINANCIAL PLANNING

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 5/29/2018

Series 65

Date: 10/28/2016

SIE

Date: 10/1/2018

Series 6

Date: 5/14/2018

Current Firm

LASTING LEGACY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LASTING LEGACY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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