Melissa Wright is a CFP-designated registered investment advisor, based in Newport Beach, CA, with 15 years of industry experience.
Location
1801 Dove Street, Newport Beach, CA, 92660
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a Certified Financial Planner at Compak Asset Management and is registered as an Investment Advisor Representative. She is also a life insurance agent, dedicating full-time hours to these activities.
Employment History
Current Registrations
Compak Securities, INC.Broker
Compak Asset Management
Previous Registrations
Securities America, INC.Broker
Align Wealth Advisors
Securities Service Network, LLCBroker
Compak Asset Management
Compak Securities, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.