Emily Schulman is a CFP-designated registered investment advisor, based in Dallas, TX, with 6 years of industry experience. Emily is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Guidestone Advisors
August 2024 - Present · 2 yrs 2 mos
Guidestone Financial ServicesBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Equitable Advisors, LLC
September 2020 - August 2024 · 3 yrs 11 mos
Equitable Advisors, LLCBroker
February 2020 - August 2024 · 4 yrs 6 mos
State Registrations51 states
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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.
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