Emily MessegeeCRD Number: 5381577
Current Firm: Summit Wealth Advisors, Inc.
Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Summit Wealth Advisors, Inc. in Frisco, CO and has over 5 years of experience in the finance industry.
Zidel Financial Inc.
Lpl Financial LLC
Western Wealth Management LLC
|Summit Wealth Advisors, Inc.||Frisco, CO||Jul 2017 - Current||< 1|
|Patsy Goodrich Designs||Austin, TX||Jul 2011 - Current||6|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2013 - Jul 2017||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2013 - Jul 2017||4|
|Charles Schwab & Company, Inc.||Austin, TX||Jun 2012 - Mar 2013||< 1|
|Homeaway, Inc.||Austin, TX||Mar 2012 - Jun 2012||< 1|
|Homeaway, Inc.||Austin, TX||Aug 2011 - Nov 2011||< 1|
|Unemployed/traveling||Austin, TX||May 2011 - Jul 2011||< 1|
|United States Peace Corps||Aoufouss,||Sep 2009 - May 2011||1|
|Lpl Financial||Frisco, CO||May 2009 - Sep 2009||< 1|
|Us Bank||Dillon, CO||Mar 2009 - May 2009||< 1|
|Farmers Insurance||Dillon, CO||Dec 2008 - Mar 2009||< 1|
|Leave Of Absence||Olympia, WA||Sep 2008 - Dec 2008||< 1|
|Lpl Financial||Frisco, CO||Jun 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management100MILLIONS
Total Number of Accounts411ACCOUNTS
Average Account Value$243,877
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, TX
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