Emily AltafferCRD Number: 5725299
Current Firm: Cambridge Investment Research Advisors, Inc.
Emily Altaffer (CRD# 5725299) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 12 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Ae Wealth Management, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2018 - Current||4|
|Briskey Financial Services LLC||Bryan, OH||Jan 2008 - Feb 2018||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
|S63||Uniform Securities State Law Examination||Jun 2018|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- Market timing services
- Educational seminars/workshops
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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