Emily Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in LeRoy, IL, 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

301 E Cedar Street, LeRoy, IL, 61752

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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 Activities

Emily works as a financial advisor for Busey Bank and Busey Investment Services, dedicating about half of her time to each. She also holds a political office in Piatt County, but spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
December 2016 - Present · 9 yrs 5 mos
State Registrations14 states
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AdvisorBrokerBoth

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