Gary Alan Melling
Professional Summary
Gary Alan Melling, who also goes by Gary A Melling, was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 1978 - 2018. Gary had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 2, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary A Melling
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
54 years in the financial services industry
Current & Past Employments
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Current Firm
AGILE CAPITAL MANAGEMENT, LLC. (DBA "PERSONAL BENEFIT SERVICES OF COLORADO") | SALT VALLEY ASSOCIATES, LLC | PERSONAL BENEFIT SERVICES OF COLORADO, INC. | PERSONAL BENEFIT SERVICER OF COLORADO, INC. | JASMIJN CAPITAL MANAGEMENT, LLC | AGILIS WEALTH MANAGEMENT,LLC | AGILIS WEALTH MANAGEMENT | AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)
Contact Information
Main Address
5917 W 10925 N, Highland, UT 84003Phone Number
(303) 991-6409# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
249AUM (Assets Under Management)
$71,004,440Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Feb 1978Series 2 — Non-Member General Securities Examination
Passed Jun 1972Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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