Melinda Agosta has been an investment adviser representative at Farnam Financial since May 2025, and is not listed among the firm’s executive officers or direct owners.
Farnam Financial, LLC is a Phoenix, AZ firm with $161M under management, 81 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Melinda Agosta is Associate Wealth Advisor of Farnam Financial, LLC. As a former Clinical Lab Scientist, she led a hospital lab in Oregon, overseeing operations and compliance. In 2024 she made the career transition into financial services.
Investment adviser representative registrations
Melinda Agosta is registered as an investment adviser representative in Oregon, since May 2025.
- OregonSince 2 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Melinda Ann Agosta
- CRD
- 8061771
- Firm
- Farnam Financial · CRD 306180
- Office
- Molalla, OR
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- farnamfinancial.com
Where does Melinda Agosta work?
Melinda Agosta is an investment adviser representative registered through Farnam Financial, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Melinda Agosta a financial advisor?
Yes. Melinda Agosta has a current investment-adviser registration in Oregon, through Farnam Financial since May 2025.
How many years of experience does Melinda Agosta have?
Melinda Agosta has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Melinda Agosta passed?
Melinda Agosta passed the Series 65 in April 2025.
Where is Melinda Agosta based?
Melinda Agosta’s registered office is in Molalla, OR.
Is Melinda Agosta registered with FINRA?
No. Melinda Agosta has no current broker registration.
How can I verify Melinda Agosta’s record?
Search CRD 8061771 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melinda Agosta’s full registration record.
