Emily McCracken (CRD# 6711017) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 3 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Venturi Private Wealth | Austin, TX | Oct 2021 - Current | 2 |
Brett Bissell | Irvine, CA | Dec 2019 - Current | 4 |
Robert Grimm | Irvine, CA | Dec 2019 - Current | 4 |
Northwestern Mutual Investment Services LLC | Irvine, CA | Dec 2019 - Current | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, CA | Nov 2020 - Sep 2021 | < 1 |
Brett J Bissell | Irvine, CA | Aug 2019 - Dec 2019 | < 1 |
Robert A Grimm | Irvine, CA | Aug 2019 - Dec 2019 | < 1 |
Jon D Lugo | Irvine, CA | Aug 2019 - Dec 2019 | < 1 |
Massmutual | Costa Mesa, CA | Sep 2016 - Aug 2019 | 2 |
Chinook Tavern | Greenwood Village, CO | Jun 2012 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- TX
-
Total Assets Under Management2,309MILLIONS
-
Total Number of Accounts3,429ACCOUNTS
-
Average Account Value$673,360
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IL, KS, LA, OK, TN, TX
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