BM
CFP
BM
CFP

Brian David Melvin

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

440 N. East Street, Indianapolis, IN, 46204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is a licensed insurance agent with United Capital Risk Management, selling life insurance, health insurance, and annuities. He may receive compensation from insurance companies for these sales.

Employment History
Current Registrations
United Capital Financial Advisors
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Cs Capital Management INC
March 2004 - May 2015 · 11 yrs 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.