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Melanie L Collier

Charles Schwab & Co., Inc.

Carmel, IN

Lone Tree, CO

CRD 1327541

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-12-12
  • IN RA
    APPROVED
    Since 2017-12-12

Branch Locations

Carmel, IN • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc. Indianpolis IN 07/2017 Present
Medicraft, Inc. Atlanta GA 08/2008 05/2017
Porterfield Family Partners, Lp Atlanta GA 03/2017 10/2022
Porterfield Family Ptnrs Lp 1087 Ba Athens GA 03/2017 05/2023
  • 07/2017 → Present
    Charles Schwab & Co., Inc.
    Indianpolis, IN
  • 08/2008 → 05/2017
    Medicraft, Inc.
    Atlanta, GA
  • 03/2017 → 10/2022
    Porterfield Family Partners, Lp
    Atlanta, GA
  • 03/2017 → 05/2023
    Porterfield Family Ptnrs Lp 1087 Ba
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-12
  • S66 Uniform Combined State Law Examination
    2017-12-12
Other Names
  • Melanie Lacy
  • Melanie L Lacy

View on SEC IAPD

Nearby Firms

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OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

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