Emily Parent (CRD# 6734273) is an Investment Advisor Representative working at Interactive Financial Advisors in Winchester, VA and has over 7 years of experience in the finance industry.
CRD# 5431528
Equitable Advisors, LLC
CRD# 2211
Akre Capital Management, LLC
CRD# 6708043
The Hoerner Planning Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | Aug 2020 - Current | 3 |
| Interactive Financial Advisors | Chicago, IL | Dec 2016 - Current | 7 |
| Brooklight Place Securities, Inc. | Downers Grove, IL | Oct 2017 - Aug 2020 | 2 |
| Unemployed | Fairfax, VA | Jul 2016 - Nov 2016 | < 1 |
| Penn, Schoen & Berland Associates | Washington, DC | Jun 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- VA
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Total Assets Under Management285MILLIONS
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Total Number of Accounts3,152ACCOUNTS
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Average Account Value$90,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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