Emily Agresta
Emily Agresta is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Munster, IN, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
9410 Calumet Avenue, Suite 403, Munster, IN, 46321
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Emily is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating about half of her time to this activity. She also works with the American Financial Education Alliance (AFEA), conducting seminars to promote financial literacy, which takes minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Prosperity Capital Advisors
Innovation Partners LLCBroker
Mercap Securities, LLCBroker
State Registrations2 states
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.