Emily Lanning is a registered investment advisor at Edward Jones, based in West Chester, PA, with 15 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
535 N Church St Suite 275, West Chester, PA, 19380
Get directionsHistory
Regulatory History (6)
Financial
May 2018Financial
April 2018Financial
April 2018Financial
March 2017Financial
December 2016Financial
December 2016Other Business Activities
Emily works part-time as a customer service representative for KT Communications Inc, opening new accounts and researching account information. This takes about 40% of her time, and she does not work during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Ing America Equities, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations39 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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