Melissa Davis

STRAIGHT LINE INVESTMENT GROUP

Idaho Falls, ID 83402

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CRD#: 5526198

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

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)

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

IAR

Series 66

Date: 5/19/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/24/2010

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 49,680,648

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Melissa Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRAIGHT LINE INVESTMENT GROUP, LLC

INVESTOR FAN

SCA

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2010

Series 7

Date: 3/24/2010

Current Firm

STRAIGHT LINE INVESTMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRAIGHT LINE INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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