Emma Martin-Metcalf, financial advisor Marquette MI

Emma Martin-Metcalf

CRD Number: 7598591
Current Firm: Lpl Financial LLC

Emma Martin-Metcalf (CRD# 7598591) is an Investment Advisor Representative working at Lpl Financial LLC in Marquette, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Marquette, MI Jul 2022 - Current 1
Wealth Strategy Group, LLC Marquette, MI Jul 2022 - Current 1
Rise Above Tutoring Center Marquette, MI Feb 2022 - Jun 2022 < 1
Marquette Senior High School Marquette, MI Jan 2022 - Jun 2022 < 1
Mr. Mcgregor's Garden Marquette, MI Jun 2021 - Jan 2022 < 1
Northern Michigan University Marquette, MI Jan 2018 - Dec 2021 3
Vango's Restaurant Marquette, MI Feb 2021 - May 2021 < 1
Steinhaus Restaurant Marquette, MI Jan 2020 - Mar 2020 < 1
Michigan State University East Lansing, MI Sep 2017 - Dec 2017 < 1
Unemployed Marquette, MI May 2017 - Sep 2017 < 1
New College Of Florida Sarasota, FL May 2015 - May 2017 2
Unemployed Marquette, MI May 2014 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Emma R. Martin-Metcalf
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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