Advisor at RBC Capital Markets
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
Bland, MO
Credentials
Series 63, Series 65, Series 66
Industry experience
33 years
Melissa Pleasants is a financial advisor with RBC Capital Markets, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Berkshire Hathaway HomeServices Select Properties, Mass Mutual Investors Services, MassMutual, and MetLife. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers and customizable portfolio strategies.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
Bland, MO
Missouri · Texas
RBC Capital Markets, LLC.
2019 - Present (7 years)
Berkshire Hathaway HomeServices Select Properties
2018 - 2018 (1 year)
Mass Mutual Investors Services
2017 - 2018 (1 year)
MassMutual
2016 - 2018 (2 years)
MetLife
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Owensville, MO
Edward Jones
Jason Crowe is a CFP®-designated financial advisor with Edward Jones who has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Crowe serves as a board member for the Gasconade County R2 School Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.
Series 66
Owensville, MO
Edward Jones
Matthew Shumway is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and various companies outside the financial sector, including Rusty Drewing Chevrolet and Centurylink. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates through a national network of approximately 23,701 financial advisors.
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