Emily Case (CRD# 5427566) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Arlington, VA and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Young Living | Reston, VA | Jul 2016 - Current | 7 |
| Case Study LLC | Arlington, VA | May 2016 - Current | 7 |
| Raymond James Financial Services,inc | Arlington, VA | May 2015 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Arlington, VA | Aug 2014 - Current | 9 |
| Wealth Mark Financial Ink | Arlington, VA | Jun 2014 - Jan 2023 | 8 |
| Wealthmark Financial Services | Arlington, VA | Jun 2014 - Jan 2023 | 8 |
| Ews Financial Services | Arlington, VA | Jun 2014 - Dec 2022 | 8 |
| Aetna | Arlington, VA | Apr 2018 - Jul 2020 | 2 |
| United Health Care | Arlinton, VA | Apr 2018 - Jun 2020 | 2 |
| Juice Plus - Nsa | Reston, VA | Oct 2015 - May 2019 | 3 |
| Mary Kay | Reston, VA | May 2013 - Jun 2016 | 3 |
| Massage Envy | Vienna, VA | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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