Melissa Dawn Grass

Employer firm

Freedom Financial Advisors, LLC CRD 321101

$13.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 11/2016
  Transamerica
  Charleston, WV
• 11/2016 → Present
  Freedom Financial Insurance Group, Llc
  Charleston, WV
• 06/2022 → Present
  Freedom Financial Advisors
  Charleston, WV

Previous Registrations

• 2022-08-26 → 2022-12-31
  Patriot Financial Consulting
  South Charelston, WV

Other Businesses

Freedom Financial Advisors- Investment Related- CEO- IAR- We provide investment advice. Business started in 6/2022. I devote approximately 30 hours per month to this business. Freedom Financial Insurance Group - Non Investment Related- CEO- we provide insurance and savings information. Business started in 11/2016- I devote approximately 50 hours per month to this business. Freedom Federal Educators- Non Investment Related - We provide federal benefits education services. I am the sole owner and CEO. The business started in 02/2019. I devote approximately 20 hours per month to this business. 15 hours per month would be during securities trading hours. My primary duty is to create and present educational content to be presented via an educational webinar, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-04

Other Names

• Melissa Dawn Swecker
• Melissa Dawn Robinette