Emily Fahrenholz, financial advisor Greensboro NC

Emily Fahrenholz

CRD Number: 7809976
Current Firm: Onedigital Investment Advisors

Emily Fahrenholz (CRD# 7809976) is an Investment Advisor Representative working at Onedigital Investment Advisors in Greensboro, NC and has 1 year of experience in the finance industry. Emily Fahrenholz 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.

Similar Advisors
Ann Zuraw, financial advisor Greensboro NC
Ann B. Zuraw
CRD# 4906373
Zuraw Financial Advisors, LLC
Similar Advisors
Walter Abele, financial advisor Greensboro NC
Walter E. Abele
CRD# 6303334
Captrust
Similar Advisors
Benjamin Abitz, financial advisor Greensboro NC
Benjamin J. Abitz
CRD# 7033844
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Onedigital Investment Advisors LLC Overland Park, KS Aug 2023 - Current < 1
Etsy Shop/self-employed Greensboro, NC Feb 2020 - Current 4
Triad Financial Advisors Greensboro, NC Jun 2021 - Aug 2023 2
Joann Greensboro, NC Apr 2020 - Jun 2021 1
Self-employed North Hollywood, CA Jan 2016 - Feb 2020 4
Usc Dept Of Transportation Los Angeles, CA Apr 2016 - Dec 2018 2
Cmu Gifting Call Center Pittsburgh, PA Feb 2015 - Dec 2015 < 1
Student Greensboro, NC Sep 2013 - Jan 2015 1

Emily Fahrenholz has no recent exams reported.
Contact Info for Emily S. Fahrenholz
Phone Number: 877-742-2021
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    107,102
    MILLIONS
  • Total Number of Accounts
    57,121
    ACCOUNTS
  • Average Account Value
    $1,875,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.