Emily NeubertCRD Number: 5066542
Current Firm: Alliancebernstein LP
Emily Neubert (CRD# 5066542) is an Investment Advisor Representative working at Alliancebernstein LP in Denver, CO and has over 15 years of experience in the finance industry. Emily Neubert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Alliancebernstein||Denver, CO||Oct 2012 - Current||9|
|Jpmorgan Chase Bank Na||Los Angeles, CA||May 2012 - Oct 2012||< 1|
|Jp Morgan Securities LLC||Los Angeles, CA||May 2012 - Oct 2012||< 1|
|First Foundation Advisors||Pasadena, CA||Jan 2011 - May 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management639,752MILLIONS
Total Number of Accounts46,113ACCOUNTS
Average Account Value$13,873,571
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV
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