Emily BosterCRD Number: 6081544
Current Firm: Raymond James & Associates, Inc.
Emily Boster (CRD# 6081544) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cornelis, NC and has over 11 years of experience in the finance industry.
|Raymond James & Associates, Inc.||Charlotte, NC||Oct 2018 - Current||5|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2016 - Oct 2018||2|
|Carroll Financial Associates, Inc.||Charlotte, NC||Dec 2015 - Aug 2017||1|
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2012 - Dec 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S65||NASAA Investment Advisors Law Examination||Jan 2016|
Total Assets Under Management306,121MILLIONS
Total Number of Accounts950,978ACCOUNTS
Average Account Value$321,902
- 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
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