Melony Jane Harris
Investment adviser representative at Commonwealth Financial Network
31 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Commonwealth Financial NetworkNov 2020 to now
- Melony J. Harris, CpaFeb 1995 to now
- Avantax Insurance Agency LLCSep 2014 to Nov 2020
- Avantax Advisory ServicesSep 2004 to Nov 2020
- Avantax Investment Services, Inc.Oct 1997 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 2965841
- Firm CRD
- 8032