Melissa Marie Mullan

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 06/1998 → Present
  Harford Fiancial Group
  Bel Air, MD
• 10/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 10/2010 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2004-11-04 → 2010-12-31
  Harford Financial Group
  Bel Air, MD
• 2005-10-31 → 2010-10-19
  Osaic Services, Inc.
  Phoenix, AZ
  Bel Air, MD
• 2004-10-27 → 2005-10-31
  Sunamerica Securities, Inc.
  Bel Air, MD

Other Businesses

1)HARFORD FINANCIAL GROUP, 836 S MAIN ST, STE 105, BEL AIR, MD, 12/2006 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/MO - 2/TRADING. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/MO - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3)HARFORD FINANCIAL GROUP, 836 S MAIN ST. STE. 105, BEL AIR, MD 21014 ; BEGAN 10/01/2014 ; AS SECRETARY ; INVESTMENT RELATED ; DEVOTES 8 HRS/MO ; 8 DURING TRADING HOURS. 4)ST MARY OF THE ASSUMPTION CHURCH FINANCE COMMITTEE, 1021 ST MARYS RD, PYLESVILLE, MD 21132 ; BEGAN 10/01/2014 ; AS COMMITTEE MEMBER ; NOT INVESTMENT RELATED ; DEVOTES 10 HRS/YR ; NONE DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-02

Other Names

• Melissa M Dillard
• Melissa Marie Dillard