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Advisors / North Carolina / Fayetteville
36yrs

James Melvin

Financial advisor at Wells Fargo Advisors

James Melvin is a fiduciary financial advisor in Fayetteville, North Carolina, with 36 years in the industry. James joined Wells Fargo Advisors in 2018, after three years at A. G. Edwards & Sons. James’s designations include CFP® and ChFC.

One of 100 advisors with offices in Fayetteville, and one of 99 fiduciaries.

Fayetteville, NC 28305CFP®ChFCTop 5% by experience in North CarolinaFiduciary advisor

At a glance

Experience36 years (since 1990)
How that compares ?Top 5% by experience in North Carolina
Office1308 Fort Bragg Road Suite 101, Fayetteville, NC 28305
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
  2. 2008 – 2018
  3. 2004 – 2008
    A. G. Edwards & Sons, Inc.Previously

Questions to ask James

Tailored to James’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call Wells Fargo Advisors at 314-875-3000 and ask for James Melvin. James works from the Fayetteville, NC office.

How long has James been a financial advisor?

James has been in the industry since 1990, about 36 years. Top 5% by experience in North Carolina.

What licenses does James hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is James paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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