Emily Secord is a CFP-designated registered investment advisor, based in Eugene, OR, with 14 years of industry experience.
Location
169 W 6th Ave, Suite 102, Eugene, OR, 97401
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Regulatory History (1)
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Customer Dispute
June 2017Denied
Other Business Activities
Emily is the sole member of EAS LLC, a holding company, and the owner of Bright Future Wealth Management, a financial services firm, taking up nearly all of her time. She is also part owner of Bright Future Wealth Collective, handling expense management, and a minority owner/franchise administrator for Red Rock Innovations LLC DBA Game Day Men's Health, spending a few hours per week.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
First Allied Advisory Services, INC.
November 2019 - November 2020 · 1 yr
First Allied Securities, INC.Broker
November 2019 - September 2022 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
December 2013 - December 2019 · 6 yrs
Edward Jones
September 2011 - December 2013 · 2 yrs 3 mos
Edward JonesBroker
June 2011 - December 2013 · 2 yrs 6 mos
State Registrations21 states
CACOCTFLHIIDMIMOMTNJNMNVNYOKORPASDTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.