Melissa Carriles Biggham

Employer firm

Lasting Legacy Wealth Management, LLC CRD 328107

$59.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• 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

• 04/2018 → 06/2018
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2017 → Present
  Carriles Biggham Llc Dba Lasting Legacy Wealth Management
  Fort Washington, MD
• 02/2017 → 07/2018
  American Resolute Wealth Management
  Houston, TX
• 02/2015 → 12/2022
  Alexander Logistics Group
  Fort Washington, MD
• 06/2018 → 12/2018
  H Beck, Inc
  Bethesda, MD
• 01/2019 → 09/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2019 → 03/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2019 → 09/2023
  Bay Financial Planning And Tax Services, Llc
  Fort Washington, MD
• 02/2015 → 04/2018
  Na
  Fort Washington, MD
• 09/2023 → Present
  Lasting Legacy Wealth Management, Llc
  Fort Washington, MD

Previous Registrations

• 2019-09-18 → 2023-10-18
  Chesapeake Financial Planning
  Fort Washington, MD
  Annapolis, MD
• 2019-01-11 → 2021-03-12
  Cambridge Investment Research Advisors, Inc.
  Fort Washington, MD
  Virginia Beach, VA
  Oxon Hill, MD
  Newark, DE
  Odon, IN
• 2018-06-07 → 2018-12-31
  Grove Point Investments, Llc
  Oden, IN
  Rockville, MD
  Fort Washington, MD
• 2018-05-15 → 2018-06-08
  Planmember Securities Corporation
  Oviedo, FL
  Elkridge, MD

Other Businesses

1. CARRILES BIGGHAM LLC DBA LASTING LEGACY WEALTH MANAGEMENT, INVESTMENT RELATED, FORT WASHINGTON, MD, 01/2017. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-2/WK-2/TRADING. 2. FEDERAL EMPLOYEES RETIREMENT AND BENEFITS INSTITUTE, INVESTMENT RELATED, WASHINGON DC, 08/2024. PROVIDING RETIREMENT BENEFIT EDUCATION, 8/MONTH-8/TRADING. 3. RENTAL PROPERTIES, NOT INVESMENT RELATED, FORT WASHINGTON, MD, 4/1/2020, LANDLORD AND 50% OWNER OF MULTIPLE PROPERTIES, 0/WK- 0/TRADING 4. ANCHOR POINT HOLDINGS, NOT INVESTMENT RELATED, FORT WASHINGTON, MD, REAL ESTATE HOLDING COMPANY, 50% OWNER, 3/5/2025, 0/WK- 0/TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-29
• S65 Uniform Investment Adviser Law Examination
  2016-10-28

Other Names

• Melissa Sue Carilles
• Melissa Sue Carriles
• Melissa Sue Carriles Biggham
• Melissa Carriles Biggham
• Melissa Biggham
• Melissa Carriles-Biggham
• Melissa S Carriles