Emma I. Foulkes
COLLECTIVE WEALTH PARTNERS
Atlanta, GA 30309
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CRD#: 2625503
Professional summary
Emma Inola Foulkes, CFP®, who also goes by Emma Inola Magruder, is a registered financial advisor currently at COLLECTIVE WEALTH PARTNERS, LLC located in Atlanta, Georgia.
Emma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Emma has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Emma Inola Magruder
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. RENTAL PROPERTY MANAGEMENT, ATLANTA, GA, 04/2011, MANAGE RENTAL PROPERTY, NIR, 1 HR/MO - 1 HR/MO TRADING 2. OPEN HEARTS PERSONAL CARE HOMES, ATLANTA, GA, 03/2008, ADVISORY BOARD MEMBER, NIR 1 HR/MO - 0 HR/MO TRADING 3. EMMA KNOWS MONEY, ATLANTA, GA, 03/2008, AUTHOR/SPEAKER ARTICLES AND BOOKS ON FINANCIAL EDUCATION, NIR, 6 HR/MO - 0 HR/MO TRADING 4. FINANCIAL NETWORK, ATLANTA, GA, 03/2008, OWNER TELEVISION NETWORK, NIR, 10 HR/MO - 0 HR/MO TRADING 5. BRIDGING FINANCIAL GAPS, SOUTH FULTON, GA, 06/2020, BOARD MEMBER, NIR, 16 HR/MO - 0 HR/MO TRADING 6. OCE FOUNDATION, INC., ATLANTA, GA, 02/2021, NON-PROFIT BOARD MEMBER, NIR, 8 HR/MO - 0 HR/MO TRADING 7. OWNERSHIP CHANGES EVERYTHING, ATLANTA, GA, 02/2021, OWNER NON-PROFIT, NIR, 12 HR/MO - 0 HR/MO TRADING 8. Council on Examinations- Washington, DC, Volunteer Subject Matter Expert for CFP exam and provides CFP Board with recommendations regarding the development, administration and scoring of the exam. Not investment related- Start Date 1-30-2023- 12 HR/MO- 2 HR/MO Trading
CRS (Client Relationship Summary) - RIA
Click below to view Emma Inola Foulkes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
December 2, 2021 - Present
COLLECTIVE WEALTH PARTNERS, LLC
Office #1: 1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309RIA
CRD#: 317519
Atlanta, GA
Past
May 19, 2014 - December 23, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Atlanta, GA
Past
May 19, 2014 - December 23, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Atlanta, GA
Past
October 28, 2008 - June 11, 2014
EQUITY SERVICES, INC.
RIA
CRD#: 265
ATLANTA, GA
Past
October 28, 2008 - June 11, 2014
EQUITY SERVICES, INC.
BD
CRD#: 265
ATLANTA, GA
Past
March 3, 2003 - October 10, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ATLANTA, GA
Past
November 23, 2001 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 23, 2001 - October 10, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC
CRD#: 317519 / SEC#: 801-123714
RIA
Registered Investment Advisory firm - (4/14/2022 Approved)Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(12/6/2021)
IAR
Texas(12/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC
CRD#: 317519 / SEC#: 801-123714
RIA
Registered Investment Advisory firm - (4/14/2022 Approved)Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309
Mailing Address
1100 Peachtree Street Ne Suite 250, Altanta, GA 30309
Phone number
(404) 633-9952
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 42,493,998 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
