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Emily Starnes

5 Years of Experience
Houston, TX
BrokerSells Insurance

Emily Starnes is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 5 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4550 Post Oak Pl, Ste 125, Houston, TX, 77027

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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 an agent/broker for IMG Financial Group Inc. selling fixed insurance, and for Alera Group for health benefits. She spends minimal time on fixed insurance sales and a few hours per week on health benefits.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2020 - August 2023 · 2 yrs 11 mos
Securian Financial Services, INC.Broker
August 2020 - August 2023 · 3 yrs
State Registrations9 states
CACOGALAMNNCOKPATX
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.