Margaret Emerson
Margaret Emerson is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1735 Market Street, Suite 1400, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret is a board member of the Center City One Condominium Association since 2018. She dedicates about 10-20% of her time to this non-investment related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Janney Montgomery Scott INC.Broker
Fairchild Sheltered Investments LimitedBroker
Herzfeld & SternBroker
State Registrations21 states
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