Melinda McRee has been Chief Compliance Officer / Director of Operations of Firethorn Wealth Partners since August 2021, is a control person of the firm and directly owns under 5% of it.
Firethorn Wealth Partners, LLC is an Augusta, GA firm with $672M under management, 731 clients and 5 advisers across 2 offices, as of its July 2026 filing.
Melinda McRee’s longest registration is the current one, 8 years at Firethorn Wealth Partners since 2018. Before joining Firethorn Wealth Partners in 2018, Melinda McRee was registered through Wealthplan Partners and LPL Financial LLC.
- – present · 8 yearsAugusta, GA · Adviser representative · Firm CRD 297634
- Wealthplan Partners– · 1 yearAugusta, GA · Adviser representative · Firm CRD 158935
- LPL Financial LLC– · 8 yearsAugusta, GA · Adviser representative · Firm CRD 6413
- Uvest Financial Services Group, Inc.– · 4 yearsMartinez, GA · Adviser representative · Firm CRD 13787
- Wachovia Securities, LLC– · 1 yearAugusta, GA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Melinda McRee is registered as an investment adviser representative in Georgia, since August 2018.
- GeorgiaSince 23 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2004 |
| Series 7 | General Securities Representative Examination | 15 May 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 August 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Melinda Haire McRee
- CRD
- 2924945
- Firm
- Firethorn Wealth Partners · CRD 297634
- Role
- Chief Compliance Officer / Director of Operations
- Office
- 2550 CENTRAL AVENUE, Augusta, GA 30904
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Melinda McRee work?
Melinda McRee has been Chief Compliance Officer / Director of Operations of Firethorn Wealth Partners, LLC since August 2021, and is a control person of the firm.
Is Melinda McRee a financial advisor?
Yes. Melinda McRee has a current investment-adviser registration in Georgia, through Firethorn Wealth Partners since August 2018.
How many years of experience does Melinda McRee have?
Melinda McRee has 29 years in the financial industry, since August 1997, across 5 adviser firms.
What exams has Melinda McRee passed?
Melinda McRee has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in August 1997. FINRA credited Melinda McRee with the SIE, which began in October 2018.
Where did Melinda McRee work before Firethorn Wealth Partners?
Before Firethorn Wealth Partners, Melinda McRee was registered through Wealthplan Partners, February 2016 to May 2017; LPL Financial LLC, July 2010 to August 2018; Uvest Financial Services Group, Inc., March 2006 to July 2010; Wachovia Securities, LLC, January 2005 to February 2006.
Where is Melinda McRee based?
Melinda McRee’s registered office is in Augusta, GA.
Is Melinda McRee registered with FINRA?
Yes. Melinda McRee has a current broker registration, under CRD 2924945.
Source: FINRA BrokerCheck
How can I verify Melinda McRee’s record?
Search CRD 2924945 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melinda McRee’s full registration record.