Melisa Mae Lloyd

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 07/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-09-15 → 2016-07-29
  Investors Capital Corp.
  Lynnfield, MA
  Lynnfield, MA
  Spring Hill, FL
  Spring Hill, FL
  Gilford, NH
  Lynnfield, MA

Other Businesses

(1) A) DBA: AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES LLC. B) INVESTMENT RELATED C) 2621 Forest Rd BLVD SPRING HILL, FL 34606. D) SECURITIES, TAX PREP, INVESTMENT SERVICES, INSURANCE, DIVORCE PLANNING. E) TITLE: OWNER F) START DATE: 11/2007. G) HRS/MONTH: 10 H) HRS/TRADING: 10 J) OFFICER/DIRECTOR K) CLIENTS INVOLVED. (2) AMERICAN EXECUTIVE TAX & FINANCIAL - BOOKKEEPING - INDEPENDENT CONTRACTOR - 2621 FOREST RD SPRING HILL, FL 34606 - 6/17/19. (3) IRS TAX REPRESENTATION - REPRESENT TAXPAYERS - 2621 FOREST RD SPRING HILL, FL 34606 - 7/1/19 - 1 HRS PER MONTH DURING TRADING HRS. (4) Rental Property; Not investment related; 21096 Ted Rd; Property Manager; Collect rent, pay taxes and insurance; Start 9/9/24; 0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-08

Other Names

• Melisa Mae Harvey
• Melisa Mae Lloyd
• Melisa Mae Murphy
• Melisa Mae Harvey
• Melisa Mae Murphy
• Melisa Mae Grzyb