Emilie Theriot
Emilie Theriot is a registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7887 Washington Village Drive, Suite 100, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emilie owns Golden Ratio Quilting, providing longarm quilting services and managing the business. This takes about 10-20% of her time, with no time spent during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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