Melissa Voord is a registered investment advisor at Allegiant Financial Advisors, LLC, based in Miami Beach, FL, with 11 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 30 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.7M
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Location

1000 5th Street, Suite 200, Miami Beach, FL, 33139

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Melissa works as a bookkeeper for the Law Offices of Aaron Resnick, P.A. This non-investment related activity takes about half of Melissa's time.

Employment History
Current Registrations
Allegiant Financial Advisors, LLC
July 2014 - Present · 11 yrs 9 mos
State Registrations2 states
FLMD
Advisor

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.

Exams
No exam information available for this advisor.
Melissa Voord - Financial Advisor | TrueAdvisor