Emily Estes (CRD# 7513607) is an Investment Advisor Representative working at Longview Asset Management, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.
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Cetera Investment Advisers LLC
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Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Longview Asset Management LLC | Santa Fe, NM | Nov 2022 - Current | 1 |
Hotel St. Francis - Heritage Hotels & Resorts | Santa Fe, NM | May 2022 - Current | 2 |
Pruco Securities LLC | Santa Fe, NM | Jan 2022 - Oct 2022 | < 1 |
Bankers Life And Casualty | Albuquerque, NM | Apr 2021 - Jan 2022 | < 1 |
Unemployed | Farmington, NM | Aug 2019 - Apr 2021 | 1 |
Rti International | Las Cruces, NM | Mar 2016 - Aug 2019 | 3 |
Young Rembrandts | Las Cruces, NM | Aug 2015 - Jun 2017 | 1 |
Retail Data LLC | Las Cruces, NM | Dec 2015 - Mar 2016 | < 1 |
Unemployed | Las Cruces, NM | May 2015 - Jul 2015 | < 1 |
Ski Santa Fe | Santa Fe, NM | Dec 2014 - Apr 2015 | < 1 |
Unemployed | Santa Fe, NM | Oct 2014 - Dec 2014 | < 1 |
Santa Fe Children's Museum | Santa Fe, NM | May 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NM
-
Total Assets Under Management293MILLIONS
-
Total Number of Accounts610ACCOUNTS
-
Average Account Value$479,800
- A percentage of assets under your management
- Hourly charges
- 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
- Other
CA, CO, LA, NH, NM, NY, TX
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