Emily Case
Emily Case is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Arlington, VA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2300 Wilson Blvd, Suite 700, Arlington, VA, 22201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Emily is an independent contractor for Young Living since 2016, selling essential oils and educating others on their use. She dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations31 states
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