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Emily Teske

9 Years of Experience
Center, TX
BrokerSells Insurance

Emily Teske is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Center, TX, with 9 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

220 Tenaha Street, Center, TX, 75935

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Emily is an insurance agent at Shoop Insurance Agency since 2017, dedicating about 10-20% of her time to this activity. A portion of this time is during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
VALIC Financial Advisors, INC.
May 2017 - July 2017 · 2 mos
VALIC Financial Advisors, INC.Broker
September 2016 - July 2017 · 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Emily Teske - Financial Advisor | TrueAdvisor