Melissa Ann Lamarche
Investment adviser representative at Johnson Bixby
8 yearsExperience
1 stateRegistered in
$933.7MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Johnson BixbyDec 2024 to now
- Private Client ServicesDec 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Nov 2024
- Securities America AdvisorsNov 2020 to Nov 2024
- Securities America, Inc.Nov 2020 to Nov 2024
- Kms Financial Services, Inc.Aug 2016 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WA).
Johnson Bixby
Legal name: Johnson Bixby & Associates, LLC
$933.7MAssets managed
777Clients
13Advisers
5 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
- 5983126
- Firm CRD
- 310839