Emily Rickman (CRD# 7797984) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry. Emily Rickman 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mills Wealth Advisors, LLC | Southlake, TX | Aug 2023 - Current | < 1 |
Mills Wealth Advisors, LLC | Southlake, TX | Sep 2022 - Aug 2023 | < 1 |
Cain Watters & Associates | Plano, TX | Jun 2020 - Sep 2022 | 2 |
Kpmg | Dallas, TX | Oct 2018 - Jun 2020 | 1 |
Texas A&m University | College Station, TX | Aug 2014 - Sep 2018 | 4 |
Student | Tyler, TX | Aug 2013 - Aug 2014 | 1 |
- TX
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Total Assets Under Management346MILLIONS
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Total Number of Accounts1,537ACCOUNTS
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Average Account Value$225,270
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AZ, CO, GA, LA, TX, UT, VA
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