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Melissa Ann Terhorst

Raymond James Financial Services Advisors, Inc

Grand Blanc, MI

CRD 2665483

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-04
MI RA APPROVED 2016-05-23
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • MI RA
    APPROVED
    Since 2016-05-23

Branch Locations

8285 South Saginaw Street Suite 9, Grand Blanc, MI 48439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Grand Blanc MI 05/2005 Present
Raymond James Financial Services Advisors Inc. Grand Blanc MI 05/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-04
S63 Uniform Securities Agent State Law Examination 1995-11-17
  • S66 Uniform Combined State Law Examination
    2016-05-04
  • S63 Uniform Securities Agent State Law Examination
    1995-11-17
Other Names
  • Melissa Ann Campbell
  • Melissa Ann Campbell
  • Melissa Ann Furey

View on SEC IAPD

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