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Melissa Carriles Biggham

Advisor at Lasting Legacy Wealth Management, LLC

Updated today

Location

Alexandria, VA 22314

Credentials

Series 63, Series 65

Industry experience

7 years

About

Melissa Carriles Biggham is a financial advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, holding Series 63 and Series 65 designations with seven years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services, Cambridge Investment Research, and H Beck, Inc. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management offers financial planning, retirement planning, and investment management primarily for individual clients, including those nearing or in retirement. The firm uses both fundamental and technical analysis to build portfolios and manages model portfolios from third-party advisers, providing discretionary and non-discretionary management along with ongoing portfolio oversight.

Client services

Based on Lasting Legacy Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Lasting Legacy Wealth Management, LLC

Roth conversion strategy Medicare planning Income planning Retirement income strategy Cash flow / budgeting

Occupation focus

Based on Lasting Legacy Wealth Management, LLC

Government Employee

Fee options

Commissions

Commission-based compensation for insurance products sold by licensed insurance agents

Project-based

Hourly consulting fees range between $150 and $250 per hour

Subscriptions

Subscription fees: Federal Snapshot $50/month; Federal Foundations $100/month; Federal Premier $225/month

Other

Fee-only: Financial planning fixed fees between $3,000 - $5,000; Hourly consulting fees $150 - $250 per hour

Location

228 South Washington St, Unit B10

Alexandria, VA 22314

Most active in

California · Florida · Indiana · Louisiana · Maryland · New Jersey · Pennsylvania · Texas · Virginia

Work history

Lasting Legacy Wealth Management, LLC

2023 - Present (3 years)

Bay Financial Planning and Tax Services, LLC

2019 - 2023 (4 years)

Cambridge Investment Research, Inc.

2019 - 2023 (4 years)

Cambridge Investment Research Advisors

2019 - 2021 (2 years)

H Beck, Inc

2018 - 2018 (1 year)

PlanMember Securities Corporation

2018 - 2018 (1 year)

Carriles Biggham LLC dba Lasting Legacy Wealth Management

2017 - Present (9 years)

American Resolute Wealth Management

2017 - 2018 (1 year)

Alexander Logistics Group

2015 - 2022 (7 years)

Na

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Divorce financial planning College savings (529s, UTMA, etc.)
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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Monte H

Series 65

Washington, DC

Rockbound Capital LLC

Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.

Wealth management Passive / index investing Real estate investing
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

Wealth management Annuities
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David H

CFA®, Series 65

Annandale, VA

Bishopsgate Investment Company

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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