Emily Buchheit (CRD# 6406667) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chesterfield, MO and has over 8 years of experience in the finance industry.
CRD# 1249790
Stifel Independent Advisors, LLC
CRD# 2444115
Edward Jones
CRD# 5460684
Buckingham Strategic Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Chesterfield, MO | Mar 2015 - Current | 9 |
| Northwestern Mutual | Saint Louis, MO | Oct 2014 - Feb 2015 | < 1 |
| The Health Group | Bridgeton, MO | Oct 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- KS
- MO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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