Melissa Frawley
Advisor at Annapolitan Investment Group, Inc.
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.
Advisor at Annapolitan Investment Group, Inc.
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.
Firm
Annapolitan Investment Group, Inc.
Location
Annapolis, MD 21401
Credentials
Series 63, Series 66
Industry experience
26 years
Melissa Frawley is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Raymond James Financial since 2009 and has been involved with Annapolitan Investment Group since 2005. Outside of her advisory roles, she is president of Annapolitan Investment Group LLC, an independent contractor support company. Annapolitan Investment Group provides customized financial and retirement planning for individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes planning over discretionary portfolio management and delivers advice through in-person meetings and educational seminars.
Based on Annapolitan Investment Group, Inc.
Based on Annapolitan Investment Group, Inc.
Advisory Representatives may receive commissions for securities and insurance products, including trail commissions (12b-1 fees) and insurance commissions
Hourly fee of $150 per hour
Minimum fee: Fixed fee: $250 per financial plan Fee-only: Fixed fee of $250 per financial plan and hourly fee of $150 per hour
1205 West St.
Annapolis, MD 21401
Maryland
Raymond James Financial
2009 - Present (17 years)
Annapolitan Investment Group, Inc.
2005 - Present (21 years)
Raymond james Financial Services, Inc.
2005 - Present (21 years)
Anne Arundel Community College
1999 - 2017 (18 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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