Emily Rowe, financial advisor Grand Rapids MI
90 score

Emily Rowe

CRD Number: 5464414
Current Firm: Oppenheimer & Company Inc.

Emily Rowe (CRD# 5464414) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc., Grand Rapids, MI Dec 2014 - Current 2
Raymond James Financial Services Advisors Inc. Grand Rapids, MI Aug 2012 - Nov 2014 2
Raymond James Financial Services, Inc. Grand Rapids, MI Jan 2012 - Nov 2014 2
Raymond James Financial Services, Inc. Grand Rapids, MI Jul 2011 - Jan 2012 < 1
Edward Jones Grandville, MI Dec 2004 - Jul 2011 6
Nyboer's Greenhouse Hamilton, MI Jan 2001 - Dec 2010 9
Breakfree Resorts Queenstown, Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Emily J. Rowe
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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