Melissa Cella
Advisor at CAPTrust
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Based on CAPTrust
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Location
1130 Iron Point Road, Suite 100
Folsom, CA 95630
Most active in
Melissa C has reported serving >5 clients in these states in the last 12 months.
California
Work history
CapFinancial Partners LLC (CAPTRUST)
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Dignity Health
2016 - 2023 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ryan D
Series 63, Series 65
Loomis, CA
JC Financial Services
Matthew P
Series 63, Series 65
Cameron Park, CA
MP3 Finance LLC
Kathleen F
Series 63, Series 65
Cameron Park, CA
Faulkner Financial Planning, LLC
Kwadwo O
CFA®
Sacramento, CA
Atwima Wealth Management LLC
James S
Series 63, Series 65
Roseville, CA
Covered Edge Asset Management, LLC
Matthew C
Series 65
Gold River, CA
Alpha Retirement Wealth, LLC
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