MELD Financial Inc
Legal Name: MELD FINANCIAL, INC.
Full Contact Details
MELD Financial Inc
3008 PUMP HOUSE RD., BIRMINGHAM, AL
205-967-4200
205-967-9724
Other Info
MELD Financial Inc, legally known as MELD FINANCIAL, INC., is an Alabama-based corporation with a team of eight employees; seven of whom are advisors. The firm serves an exclusive clientele base of 12 clients. As per its last reported SEC status, the firm is approved with a registration date of April 7, 2004.
CFP® | Financial Planning | Wealth Management | Retirement - Meld Financial
We employ a team of CERTIFIED FINANCIAL PLANNERS, investment managers, tax consultants and wealth management specialists.
Direct Owners
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KYLE B WHITTINGTON
PARTNER, VICE PRESIDENT, CLIENT ADVISORY SERVICES owns less than 5%
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MARK ALAN MCGARVEY
PRESIDENT owns 75% or more
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MARK ALAN MCGARVEY
CHIEF COMPLIANCE OFFICER owns 75% or more
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PATRICIA LYNN BURRIS
VICE PRESIDENT, CORPORATE & RETIREMENT PLAN SERVICE owns less than 5%
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WILLIAM DRAKE CONNOR
VICE PRESIDENT, PLANNING owns less than 5%