Emily BedfordCRD Number: 6958703
Current Firm: Rbc Capital Markets, LLC
Emily Bedford (CRD# 6958703) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Buffalo Grove, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Rbc Capital Markets, LLC||Buffalo Grove, IL||Mar 2021 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lake Forest, IL||May 2018 - Mar 2021||2|
|Unemployed||Lake Forest, IL||Feb 2018 - May 2018||< 1|
|Dewey's Pizza||Kenwood, OH||Jul 2017 - Feb 2018||< 1|
|Purdue University||West Lafayette, IN||Aug 2012 - May 2017||4|
|Walt Disney World||Lake Buena Vista, FL||Jun 2014 - Jan 2017||2|
|Kandle Dining Services||Independance, KY||May 2016 - Aug 2016||< 1|
|Knollwood Country Club||Lake Forest, IL||May 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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