Emily Eshleman, financial advisor Forest VA

Emily Eshleman

CRD Number: 6345417
Current Firm: Hsc Wealth Advisors

Emily Eshleman (CRD# 6345417) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has 1 year of experience in the finance industry. Emily Eshleman 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.

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Professional Designations
Company Name Location Dates Years
Hsc Wealth Advisors Forest, VA Sep 2015 - Current 8
Hsc Wealth Advisors Forest, VA Oct 2014 - Sep 2015 < 1
Liberty University Lynchburg, VA Aug 2013 - May 2015 1
Northwestern Mutual Clinton, NJ May 2014 - Sep 2014 < 1

Emily Eshleman has no recent exams reported.
Contact Info for Emily L. Eshleman
Phone Number: 434-316-9356
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    1,703
    ACCOUNTS
  • Average Account Value
    $210,287
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, ME, NC, NE, TX, VA

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