Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Partners LLC | Wolfeboro, NH | Feb 2023 - Current | 1 |
| Ballentine Partners LLC | Wolfeboro, NH | Sep 2022 - Feb 2023 | < 1 |
| Ballentine Partners LLC | Rochester, NH | Jul 2021 - Sep 2022 | 1 |
| Ballentine Partners LLC | Wolfeboro, NH | Feb 2020 - Jun 2021 | 1 |
| Ballentine Partners, LLC | Waltham, MA | Jun 2018 - Feb 2020 | 1 |
| Bank Of America, N.a. | Farmington Hills, MI | Oct 2014 - Jun 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills, MI | Aug 2014 - Oct 2014 | < 1 |
| Self-employed | Ann Arbor, MI | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- MA
- NH
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Total Assets Under Management10,769MILLIONS
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Total Number of Accounts6,390ACCOUNTS
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Average Account Value$1,685,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA
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