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Melanie Anne Radcliff

Advisor at Kovack Advisors, inc. — Fort Smith, AR

Updated today

Credentials

Series 66

Experience

24 years

Location

Fort Smith, AR 72901

Kovack Advisors, inc. logo

Kovack Advisors, inc.

Multi-team

Total advisors

242

Across 125 offices

Clients per advisor

53 Typical

Avg AUM per client

$433,120 Low

HNW client ratio

12% Low

About

Melanie Radcliff is a financial advisor with Kovack Advisors, Inc. in Fort Smith, Arkansas, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Cetera and Summit Financial Group. Outside of her advisory work, she is involved in tax planning and preparation through Hack Your Tax, LLC, and serves as an instructor for the Elevate Her Workshop Series, an educational program for women. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Client services

Based on Kovack Advisors, inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kovack Advisors, inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kovack Advisors, inc.

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.

Percentage

Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)

Commissions

Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.

Project-based

Hourly financial planning fees up to $350 per hour maximum (negotiable).

Other

Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)

Location

See office

Fort Smith, AR

200 North Greenwood Ave, Suite 2

Fort Smith AR 72901

Advisors at this office

1

Most active in

Arkansas · Louisiana · Texas

Work history

24 years of industry experience

Kovack Securities, Inc.

2023 - Present • 3 years

Fort Lauderdale, FL

Kovack Advisors, Inc.

2023 - Present • 3 years

Fort Lauderdale, FL

Old Fort Wealth Management

2023 - Present • 3 years

Fort Smith, AR

Cetera

2023 - 2023 • 1 year

Schaumburg, IL

Cetera Advisor Networks Llc

2019 - 2023 • 4 years

El Segundo, CA

Summit Financial Group Inc

2010 - 2021 • 11 years

Ft Smith, AR

SUmmit Brokerage Services Inc

2010 - 2019 • 9 years

Ft Smith, AR

Disclosures

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

Business activities & affiliations

user avatar

Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
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David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Bernie M

CFA®, Series 65, Series 63

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is currently a principal at QVG, LLC, where he has worked since 2014, and previously held positions at Longboat Key Distributors, Inc. and Achieve Financial Independence. Outside of his advisory role, Manard is a licensed insurance agent and provides group health insurance to small companies through Achieve Financial Independence. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a quantitative, model-driven investment approach focused primarily on securities from the Russell 3000 and employs derivatives and specialized fixed-income strategies to tailor portfolios for its clients.

Active portfolio management Real estate investing Options & derivatives strategies
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Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
user avatar

William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.

Options & derivatives strategies
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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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