Emilie Andres (CRD# 6675792) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 7 years of experience in the finance industry. Emilie Andres 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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Statheros Financial Solutions, Inc. | El Dorado Hills, CA | Jan 2022 - Current | 2 |
| Npb Financial Group, LLC | Roseville, CA | Jan 2018 - Dec 2021 | 3 |
| Braziel & Associates, LLC | Roseville, CA | Jan 2018 - Dec 2021 | 3 |
| Gibson Capital Management | Roseville, CA | Jun 2016 - Dec 2017 | 1 |
| Student | Folsom, CA | Nov 2015 - Jun 2016 | < 1 |
| Esurance | Rocklin, CA | Aug 2014 - Nov 2015 | 1 |
| Blue Shield Of California | El Dorado Hills, CA | Dec 2007 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- CA
-
Total Assets Under Management705MILLIONS
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Total Number of Accounts1,294ACCOUNTS
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Average Account Value$544,996
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, GA, ID, MO, NV, OH, OR, TX, WA
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