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Emily Therese Keagle

Financial Transparency

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About Emily Therese Keagle

Emily Therese Keagle is an investment advisor representative at Financial Transparency, LLC. Emily has been in the industry for over 16 years and is licensed in Florida, Massachusetts, and North Carolina. Emily has experience working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. She provides financial planning, pension consulting, educational seminars, and portfolio management services. Prior to joining Financial Transparency, LLC, Emily worked at CSSC Brokerage Services, INC. and Mutual Service Corporation. Emily holds a Series 7, Series 24, and Series 66 licenses.

Firm Information

Emily Keagle is currently registered with Financial Transparency. Financial Transparency is an investment advisory firm with offices in the United States. They offer a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Their assets under management are approximately $295,289,685.

$295.29M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Emily Keagle’s Registration & Firm History

NC

07/13/2018 - Present

Financial Transparency (Greensboro NC)

MI

12/20/2006 - 03/07/2018

CSSC BROKERAGE SERVICES, INC. (TROY MI)

MI

01/25/2002 - 03/23/2007

MUTUAL SERVICE CORPORATION (TROY MI)

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Licenses & Designations

BOTH

Issued 03/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Therese Keagle.
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