Emlen T. Miles-mattingly
Professional summary
Emlen T Miles-mattingly, who also goes by Emlen T Miles-mattinoly, is a registered financial advisor currently at GEN NEXT WEALTH, INC. located in Madera, California.
Emlen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Emlen has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emlen T Miles-mattingly's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2017 - Present
GEN NEXT WEALTH, INC.
February 21, 2013 - October 10, 2017
PRINCIPAL SECURITIES, INC.
February 15, 2013 - October 10, 2017
PRINCIPAL SECURITIES, INC.
August 6, 2012 - November 20, 2012
EDWARD JONES
May 29, 2007 - June 20, 2012
CITIGROUP GLOBAL MARKETS INC.
September 26, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/23/2017)
Exams
Current Firm
GEN NEXT WEALTH, INC.
CRD#: 289756 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 18,047,587 |
Red Flags
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