Emily Robertson (CRD# 7793543) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenville, TN and has 1 year of experience in the finance industry.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 2587374
Edward Jones
CRD# 5575979
Values First Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emily Robertson's Insurance Agency | Greenville, TN | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Greeneville, TN | Nov 2023 - Current | < 1 |
| State Farm Vp Management Corp | Greeneville, TN | Nov 2023 - Current | < 1 |
| State Farm Insurance | Greeneville, TN | Nov 2023 - Apr 2024 | < 1 |
| State Farm Insurance | Huntersville, NC | Sep 2023 - Nov 2023 | < 1 |
| State Farm Vp Management Corp | Huntersville, NC | Sep 2023 - Nov 2023 | < 1 |
| State Farm Investment Management Corp | Huntersville, NC | Sep 2023 - Nov 2023 | < 1 |
| Emily Pearl Realty | Huntersville, NC | Aug 2013 - Sep 2023 | 10 |
| The Constance Group | Huntersville, NC | Sep 2022 - Feb 2023 | < 1 |
| Ribbon | New York, NY | Jun 2018 - Feb 2019 | < 1 |
| Goodname Realty | Charlotte, NC | Jun 2017 - Jun 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- TN
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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