Emlen Miles-Mattingly (CRD# 5025097) is an Investment Advisor Representative working at Gen Next Wealth, Inc. in Madera, CA and has over 18 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gen Next Wealth, Inc. | Madera, CA | Sep 2017 - Current | 6 |
| Sole Proprietor Dba Gen Next Wealth And Insurance Solutions | Fresno, CA | May 2017 - Feb 2018 | < 1 |
| Principle Securities, Inc. | Fresno, CA | Feb 2013 - Aug 2017 | 4 |
| Principle Life Insurance Company | Fresno, CA | Feb 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- CA
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Total Assets Under Management15MILLIONS
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Total Number of Accounts121ACCOUNTS
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Average Account Value$124,537
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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