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Melissa Dione schmidt Laffer

Investment adviser representative at Barksdale Investment Management
21 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

21 years in the industry.

  1. Barksdale Investment ManagementSep 2018 to now
  2. Weaver C. Barksdale & Associates, Inc.Jul 2018 to now
  3. HomemakerJan 2005 to Jul 2018

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995

State registrations

Registered as an investment adviser representative in 1 state (TN).

Barksdale Investment Management

Legal name: Weaver C. Barksdale & Associates, Inc.

$3BAssets managed
54Clients
9Advisers
41 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2192155
Firm CRD
105098
Advisor's SEC record (opens in a new tab)
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