Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilio? Claim Your ProfileEmilio Egea is an Investment Advisor Representative registered with Homrich Berg in Towson, Maryland. Emilio has been in the industry since 2013. Emilio holds a Series 65 license. Emilio has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Emilio specializes in financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
01/22/2025 - Present
Homrich Berg (ATLANTA GA)
IA
Issued 09/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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