Melissa Ann Havner

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

• 05/2024 → Present
  Financial Services & Investment Strategies Group
  Mountain Home, AR
• 04/2022 → 08/2023
  Baxter Urology
  Mountain Home, AR
• 08/2023 → 05/2024
  Vitality Plus Urology
  Mountain Home, AR
• 11/2021 → 04/2022
  King Dermatology
  Mountain Home, AR
• 09/2008 → 11/2021
  Cardiovascular Associates Of North Central Arkansas
  Mountain Home, AR
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Mountain Home, AR
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Mountain Home, AR

Other Businesses

Financial Services & Investment Strategies Group Not investment related Mountain Home, AR DBA/Support Company Advisor 9/2024 0 hrs per month 0 hrs during trading hrs

Exams

• S66 Uniform Combined State Law Examination
  2026-03-06

Other Names

• Melissa Ann Robertson
• Melissa Ann Powell