Emily NormandinCRD Number: 6648123
Current Firm: Kestra Advisory Services, LLC
Emily Normandin (CRD# 6648123) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Kestra Financial, Inc.||Avon, CT||Jun 2020 - Current||1|
|Ridgeline Financial Partners||Avon, CT||Jun 2020 - Current||1|
|Retirement Visions LLC||West Hartford, CT||Jun 2018 - Current||3|
|Securities Service Network||West Hardford, CT||Aug 2018 - Jun 2020||1|
|Axa Advisors, LLC||New York, NY||Dec 2016 - May 2018||1|
|Unemployed||Hopedale, MA||Jun 2016 - Dec 2016||< 1|
|Rga Financial Solutions||Newsfield, NH||Sep 2015 - May 2016||< 1|
|Bentley University||Waltham, MA||Sep 2012 - May 2016||3|
|Terex Corporation||Westport, CT||Jun 2015 - Aug 2015||< 1|
|Thomaston Savings Bank||Thomaston, CT||May 2014 - Jul 2015||1|
|Accountancy In Italy (acit)||Milan,||Sep 2014 - Dec 2014||< 1|
|Lake Compounce||Bristol, CT||Jun 2013 - Sep 2013||< 1|
|Lake Compounce||Bristol, CT||Jun 2012 - Aug 2012||< 1|
|Thomaston High School||Thomaston, CT||Sep 2008 - Jun 2012||3|
|Country Grocer||Thomaston, CT||Jun 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.