Emily Wentworth, financial advisor Parker CO

Emily Wentworth

CRD Number: 6649777
Current Firm: Charles Schwab & Company, Inc.

Emily Wentworth (CRD# 6649777) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Parker, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO May 2016 - Current 8
Young Living Lehi, UT May 2016 - Aug 2021 5
Ashford University Denver, CO Mar 2012 - Apr 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
S63 Uniform Securities State Law Examination Oct 2016
Contact Info for Emily A. Wentworth
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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