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MD

Melissa Davis

STRAIGHT LINE INVESTMENT GROUP
Idaho Falls, ID 83402
Some features on this profile are disabled
CRD#: 5526198
MD

Professional summary

Melissa Davis, who also goes by Melissa Morrill, is a registered financial advisor currently at STRAIGHT LINE INVESTMENT GROUP, LLC located in Idaho Falls, Idaho.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Melissa has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Morrill

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) - RIA

Click below to view Melissa Davis'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

May 6, 2013 - Present

STRAIGHT LINE INVESTMENT GROUP, LLC

Office #1: 1075 S Utah Avenue #351, Idaho Falls, ID 83402
RIA
CRD#: 167598
Idaho Falls, ID
Past

February 15, 2013 - March 4, 2013

INVESTOR FAN

RIA
CRD#: 159301
AMMON, ID
Past

April 2, 2012 - February 14, 2013

SCA

RIA
CRD#: 153269
AMMON, ID
Past

May 20, 2010 - September 2, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AMMON, ID
Past

March 25, 2010 - September 2, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
AMMON, ID

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
Idaho
(5/6/2013)
IAR
Nevada
(6/5/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2010
General Securities Representative Examination

Current Firm

SL
STRAIGHT LINE INVESTMENT GROUP, LLC
STRAIGHT LINE INVESTMENT GROUP | STRAIGHT LINE INVESTMENT GROUP, LLC

CRD#: 167598 / SEC#:

Idaho
Registered Investment Advisory firm - (5/6/2013 Approved)
Nevada
Registered Investment Advisory firm - (6/5/2013 Approved)
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Contact information

Main Address
1075 S Utah Avenue #351, Idaho Falls, ID 83402
Mailing Address
Phone number
(208) 542-1004
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts193
AUM (Assets Under Management)$ 49,680,648

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

STRAIGHT LINE INVESTMENT GROUP, LLC

CRD#: 167598Idaho Falls, ID 83402

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