Emma HarperCRD Number: 6723524
Current Firm: Sage Advisory Services Ltd Co
Emma Harper (CRD# 6723524) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
Ii Technology, LLC
|Sage Advisory Services, Ltd Company||Austin, TX||Jun 2018 - Current||3|
|Tolleson Wealth Management||Dallas, TX||Mar 2018 - May 2018||< 1|
|Student||Dallas, TX||Aug 2016 - May 2018||1|
|Goldman Sachs||Dallas, TX||Jun 2017 - Aug 2017||< 1|
|Stage Stores Inc.||Houston, TX||May 2015 - Jul 2016||1|
|Neiman Marcus||Dallas, TX||Jun 2013 - May 2015||1|
|Student||Austin, TX||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management13,761MILLIONS
Total Number of Accounts3,624ACCOUNTS
Average Account Value$3,797,118
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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
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