Emily Fernberger
Emily Fernberger is a registered investment advisor at Raymond James & Associates, INC., based in Doylestown, PA, with 24 years of industry experience. Emily is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
2003 S. Easton Road, Suite 100, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2017Customer Dispute
March 2011Other Business Activities
Emily is a board member of the Mount Sinai Cemetery Association since 2009. This involves minimal time and is not investment related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citizens Investment Services
Citizens Securities, INC.
Citizens Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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