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EW

Emily J. Worley

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CRD#: 5661011
EW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Emily Jane Worley, who also goes by Emily Jane Harrison, was a registered financial professional .

Emily is a previously registered financial professional and started their career in finance in 2009. Emily had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Emily Jane Harrison

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 5, 2011 - February 1, 2016

AFAM CAPITAL, INC.

RIA
CRD#: 108517
AUSTIN, TX
Past

December 5, 2011 - January 29, 2016

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

August 19, 2010 - November 30, 2011

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

September 22, 2009 - March 1, 2010

ENVESTNET PMC

RIA
CRD#: 111694
LOS ANGELES, CA
Past

June 2, 2009 - March 1, 2010

PORTFOLIO BROKERAGE SERVICES, INC.

BD
CRD#: 18554
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/21/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AFAM CAPITAL, INC.
AFAM CAPITAL, INC. | INNEALTA CAPITAL | AL FRANK ASSET MANAGEMENT INC | AL FRANK ASSET MANAGEMENT

CRD#: 108517 / SEC#: 801-30528

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Contact information


Main Address
600 Congress Avenue 14th Floor, Austin, TX 78701
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

AFAM CAPITAL ADV PART 2 05.18.18 (5/30/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AFAM CAPITAL, INC.

CRD#: 108517

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