Emily Smith (CRD# 6594364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bloomington, IL and has over 7 years of experience in the finance industry.
CRD# 6798327
Pacesetter Financial Group, LLC
CRD# 6768675
Edward Jones
CRD# 6066569
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Bloomington, IL | Feb 2019 - Current | 5 |
| Busey Bank | Bloomington, IL | Nov 2018 - Current | 5 |
| Busey Investment Services | Bloomington, IL | Nov 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Urbana, IL | Jul 2016 - Current | 7 |
| Busey Trust Co | Champaign, IL | Dec 2015 - Oct 2018 | 2 |
| Raymond James Financial Services, Inc. | Champaign, IL | Dec 2015 - Jul 2016 | < 1 |
| Marine Bank | Champaign, IL | Dec 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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