Emily Grant (CRD# 6835766) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 6 years of experience in the finance industry.
CRD# 1261791
Janney Montgomery Scott LLC
CRD# 6416780
Vanguard Advisers, Inc.
CRD# 2060842
Addis & Hill, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Green Acres Golf Course | Bernville, PA | May 2009 - Jun 2017 | 8 |
| St. Joseph's University Accounting Dept. | Philadelphia, PA | Aug 2015 - May 2017 | 1 |
| St. Joseph's University | Philadelphia, PA | Aug 2013 - May 2017 | 3 |
| Tompkins Insurance | Wyomissing, PA | May 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- AZ
- 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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