Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Farrior is a registered representative with Sanctuary Advisors, LLC in Montgomery, Alabama. Emily has been in the financial services industry since 2011, and has held previous positions at Raymond James Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, and Merchant Capital, L.L.C. Emily specializes in providing financial planning and portfolio management services to individuals, corporations, and non-profit organizations. Emily is also a registered investment advisor and has passed the Series 7, Series 63, Series 65, and SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
AL
04/21/2023 - Present
Sanctuary Advisors, LLC (MONTGOMERY AL)
AL
03/14/2018 - 05/06/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MONTGOMERY AL)
AL
01/02/2015 - 05/04/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MONTGOMERY AL)
AL
11/25/2013 - 01/02/2015
MERCHANT CAPITAL, L.L.C. (MONTGOMERY AL)
AL
02/13/2013 - 11/27/2013
RAYMOND JAMES & ASSOCIATES, INC. (MONTGOMERY AL)
AL
08/25/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
IA
Issued 10/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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