MD
Melanie S. Dickinson
PMD ADVISORY
Vestavia Hills, AL 35216
Some features on this profile are disabled
CRD#: 5530226
MD
Professional summary
Melanie Shirley Dickinson, AIF® is a registered financial advisor currently at PMD ADVISORY located in Vestavia Hills, Alabama and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Hoover, Alabama.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Melanie has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) PEOPLE PROCESS PURPOSE - 50% OWNER - CONSULTING SERVICES - HOOVER, AL - SINCE 08/2016 - INVESTMENT RELATED 2.) PMD CONSULTING - OWNER - CONSULTING SERVICES - HOOVER, AL - SINCE 03/2019 - NOT INVESTMENT RELATED 3.) PMD ADVISORY - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - HOOVER, AL - SINCE 04/2014 - INVESTMENT RELATED 4.) IRA SHIRLEY - 50% OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - HOOVER, AL - SINCE 06/2018 - NOT INVESTMENT RELATED. 5.) PEOPLE MAKE THE DIFFERENCE DBA PMD ADVISORY - OWNER/CCO - REGISTERED INVESTMENT ADVISOR - HOOVER, AL - SINCE 11/2011 - INVESTMENT RELATED 6.) INDEPENDENT INSURANCE AGENT - AGENT - NON-VARIABLE INSURANCE - HOOVER, AL - SINCE 09/2009 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Shirley Dickinson'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®
Experience
Current
December 15, 2011 - Present
PMD ADVISORY
Office #1: 2032 Shady Crest Drive, Vestavia Hills, AL 35216RIA
CRD#: 159443
Vestavia Hills, AL
Current
April 23, 2025 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 2032 Shady Crest Drive, Hoover, AL 35216RIA
BD
CRD#: 20804
HOOVER, AL
Past
August 18, 2014 - April 1, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Hoover, AL
Past
December 13, 2011 - January 13, 2014
STONEX SECURITIES INC.
BD
CRD#: 18456
BIRMINGHAM, AL
Past
November 26, 2010 - December 15, 2011
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
BIRMINGHAM, AL
Past
September 22, 2009 - December 15, 2011
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
BIRMINGHAM, AL
Past
August 11, 2008 - September 24, 2009
PFS INVESTMENTS INC.
BD
CRD#: 10111
BIRMINGHAM, AL
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".
PA
PMD ADVISORY
MCNEILL FINANCIAL ADVISORY | PRYOR MCCORMICK, INC. | PRYOR MCCORMICK | PMD ADVISORY | PEOPLE MAKE THE DIFFERENCE, INC.
CRD#: 159443 / SEC#: 801-127839
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Alabama
Registered Investment Advisory firm - (5/17/2023 Terminated)Georgia
Registered Investment Advisory firm - (5/17/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/23/2018 Terminated)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
IAR
Alabama(12/15/2011)
RR
Alabama(4/23/2025)
RR
California(4/23/2025)
RR
Colorado(4/23/2025)
RR
Florida(4/23/2025)
RR
Georgia(4/23/2025)
RR
Massachusetts(4/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PA
PMD ADVISORY
MCNEILL FINANCIAL ADVISORY | PRYOR MCCORMICK, INC. | PRYOR MCCORMICK | PMD ADVISORY | PEOPLE MAKE THE DIFFERENCE, INC.
CRD#: 159443 / SEC#: 801-127839
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Alabama
Registered Investment Advisory firm - (5/17/2023 Terminated)Georgia
Registered Investment Advisory firm - (5/17/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/23/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2032 Shady Crest Drive, Hoover, AL 35216
Mailing Address
Phone number
(205) 986-0060
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 104,396,804 |
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
PMD ADVISORY
CRD#: 159443Vestavia Hills, AL 35216TRUST BUT VERIFY
Monitor Melanie Dickinson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
