Emily Keagle (CRD# 4429868) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 22 years of experience in the finance industry.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Financial Transparency, LLC | Greensboro, NC | Jun 2018 - Current | 5 |
| Financial Transparency, LLC | Greensboro, NC | Nov 2017 - Dec 2018 | 1 |
| Cssc Brokerage Services, Inc. | Troy, MI | Aug 2006 - Feb 2018 | 11 |
| Consulting Services Support Corp. | Troy, MI | Jun 2001 - Feb 2018 | 16 |
| Cssc Investment Advisory Services | Troy, MI | Jun 2001 - Feb 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- FL
- MA
- NC
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts508ACCOUNTS
-
Average Account Value$581,279
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX
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