Melody
Brady
Forefront
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About this Advisor
Melody Brady is a financial advisor based in Worthington, Ohio, working with Forefront. Melody has previously held positions at Cuso Financial Services, Beechmont Financial Group LLC, Xypn Invest, Nectarine, Forefront Wealth Partners, and Calton & Associates, Inc. Melody has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Melody is part of Forefront, which operates out of Worthington, Ohio. The firm has 4 offices and 15 employees. Forefront manages assets totaling $239.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Forefront includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forefront Brokerage Details
$239,835,320
15
1,382
$173,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Melody Brady Work History
Nectarine
Forefront Wealth Partners
Calton & Associates, Inc
Xypn Invest
Beechmont Financial Group LLC
Cuso Financial Services
Disclosures
Please visit the SEC profile of Melody Brady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forefront
Worthington, OH
Mequon, WI
Austin, TX
Austin, TX
Blackwood, NJ
Austin, TX
Woodland Hills, CA
Austin, TX
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