Melissa Kay Mccarthy

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:

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

Current Employers

Employment History

• 04/1999 → Present
  Raymond James Financial Services, Inc.
  Colorado Springs, CO
• 10/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Colorado Springs, CO
• 01/2020 → Present
  Not Provided
  Colorado Springs, CO

Other Businesses

(1)Name of Business: Colorado Wealth Associates, LLC Address: 540 N Cascade Ave Ste 101, Colorado Springs, CO, 80903-3385, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/26/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsible for day to day operations, payroll of employees, taxes, etc. This is my DBA (2)Name of Business: Colorado Wealth Partners, Inc. Address: 540 N Cascade Ave Ste 101, Colorado Springs, CO, 80903-3385, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 07/24/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manage bookkeeping, maintain payroll, (3)Name of Business: N/A Address: 540 N Cascade Ave Ste 101, Colorado Springs, CO, 80903, United States Activity Type: Tax Preparation Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Data entry

Exams

• S66 Uniform Combined State Law Examination
  2011-10-06

Designations

• Certified Financial Planner

Other Names

• Melissa Kay Benefiel
• Melissa Kay Turner
• Melissa Kay Benefiel