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Emily Freling

11 Years of Experience
Dallas, TX
BrokerSells Insurance

Emily Freling is a registered investment advisor, based in Dallas, TX, with 11 years of industry experience.

Location

4713 W. Lovers Lane, Suite 101, Dallas, TX, 75209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Emily is involved in various activities, including serving on the Junior League of Dallas Sustainers Board and several roles related to real estate investments through Aspen Tree entities. She also sells fixed insurance products through B. Riley Wealth Insurance Corporation and dedicates a significant amount of time to Eisenhauer Wealth Management.

Employment History
Current Registrations
B. Riley Wealth ManagementBroker
July 2022 - Present · 4 yrs
B. Riley Wealth Advisors, INC.
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
National Securities CorporationBroker
December 2020 - July 2022 · 1 yr 7 mos
Usca RIA LLC
November 2019 - December 2020 · 1 yr 1 mo
Usca Securities LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2014 - July 2019 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - July 2019 · 5 yrs 4 mos
State Registrations16 states
ARAZCACOCTDEFLGAHIILKSLAMTNYTXWA
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 Freling - Financial Advisor | TrueAdvisor