Emily Farrior is a registered investment advisor at Marble Wealth, LLC, based in Montgomery, AL, with 12 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 314 clients with $1B 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 | 1.00% |
Wealth management fees range from 0.35% to 1.00% annually based on a sliding scale or negotiation. Cash-only accounts are charged 0.15% annually.
Fee Estimator
Location
4001 Carmichael Road, Suite 240, Montgomery, AL, 36106
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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.
Learn about disclosures →Other Business Activities
Emily is dually-registered as an Investment Advisor Representative with Marble Wealth LLC and as a Registered Representative with Sanctuary Securities, Inc. This arrangement is temporary and transitional.
Employment History
Current Registrations
Marble Wealth, LLC
Previous Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Arlington Partners LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Merchant Capital, L.L.C.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations1 state
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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