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MM

Melissa L. Miller

MINT HILL, NC
Some features on this profile are disabled
CRD#: 5681173
MM
Melissa L Miller

Professional summary

Melissa L Miller, who also goes by Melissa L Kellar, was a registered financial advisor .

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Melissa had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Melissa L Kellar

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. Independent Insurance Agent, Investment-related, Mint Hill, NC, 30 hours per month and during trading hours, sell and service insurance and fixed annuity products. 2. The Parkinson Association of the Carolinas, not investment related 501(c)3 organization, 2101 Sardis Rd N #102 Charlotte, NC 2822, Board Member since 7/2024 and Finance Committee Member since 7/2023, 5 hours per month and 0 during market hours, duties include review and approval of budget, review monthly financial reconciliation, and attend fundraising events to raise money for the organization.

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

Current

August 24, 2026 - Present

MINT HILL, NC
Past

June 5, 2023 - January 31, 2024

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
SAN DIEGO, CA
Past

May 26, 2023 - August 24, 2026

BLUEPRINT FINANCIAL ADVISORS

RIA
CRD#: 315570
Mint Hill, NC
Past

June 22, 2020 - June 2, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Mint HIll, NC
Past

June 22, 2020 - June 2, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Mint Hill, NC
Past

February 19, 2019 - December 23, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Fairfield, IA
Past

February 19, 2019 - December 23, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

May 22, 2018 - November 21, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Mint Hill, NC
Past

November 10, 2015 - November 21, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Mint Hill, NC

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
North Carolina
(8/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2015
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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