Emma Martin-Metcalf (CRD# 7598591) is an Investment Advisor Representative working at Lpl Financial LLC in Marquette, MI and has 1 year of experience in the finance industry.
CRD# 5334265
Ameriprise Financial Services, LLC
CRD# 6549720
Thrivent Investment Management Inc.
CRD# 1574446
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Marquette, MI | Jul 2022 - Current | 1 |
| Wealth Strategy Group, LLC | Marquette, MI | Jul 2022 - Current | 1 |
| Rise Above Tutoring Center | Marquette, MI | Feb 2022 - Jun 2022 | < 1 |
| Marquette Senior High School | Marquette, MI | Jan 2022 - Jun 2022 | < 1 |
| Mr. Mcgregor's Garden | Marquette, MI | Jun 2021 - Jan 2022 | < 1 |
| Northern Michigan University | Marquette, MI | Jan 2018 - Dec 2021 | 3 |
| Vango's Restaurant | Marquette, MI | Feb 2021 - May 2021 | < 1 |
| Steinhaus Restaurant | Marquette, MI | Jan 2020 - Mar 2020 | < 1 |
| Michigan State University | East Lansing, MI | Sep 2017 - Dec 2017 | < 1 |
| Unemployed | Marquette, MI | May 2017 - Sep 2017 | < 1 |
| New College Of Florida | Sarasota, FL | May 2015 - May 2017 | 2 |
| Unemployed | Marquette, MI | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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