EB
EB

Emily Boster

13 Years of Experience
Charlotte, NC
Broker

Emily Boster is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, with 13 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

Charlotte, NC

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2016 - September 2018 · 2 yrs 8 mos
Cetera Advisor Networks LLCBroker
January 2016 - September 2018 · 2 yrs 8 mos
Vanguard Marketing CorporationBroker
July 2012 - December 2015 · 3 yrs 5 mos
State Registrations2 states
FLNC
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 Boster - Financial Advisor | TrueAdvisor