Melissa Mc Goldrick
Advisor at Edward Jones
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 Edward Jones
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.
Location
West Plains, MO 65775
Credentials
Series 66
Industry experience
3 years
Melissa Mc Goldrick is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at R.P. Lumber. Outside of advising, she is a part owner of MM Property Management, a short-term rental business where she assists with cleaning and preparing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary investment approaches under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
1303 Southern Hills, Shopping Ctr
West Plains, MO 65775
Missouri · Texas
Edward Jones
2018 - Present (8 years)
R.P. Lumber
2013 - 2018 (5 years)
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Lawyer
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Real estate agent
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