Emma
Foulkes

Cambridge Investment Research Advisors, Inc

CRD#2625503
Investment Advisor
in Atlanta, GA
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About this Advisor

Emma Foulkes is a certified financial planner who lives in Atlanta, Georgia. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, they have gathered 10 years of professional experience as a financial advisor. Foulkes has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Foulkes is able to work with investors based out of Georgia and Texas. During their career, Foulkes has held roles at National Financial Services Group, Equity Services Inc, National Life Insurance Company, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is based out of Atlanta, Georgia, and has 1,728 locations across the country. As an advisor firm, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets dispersed across 225,374 accounts and employs more than 2,672 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 196,087 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cambridge Investment Research Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3355 Lenox Rd. Suite 750
Atlanta, GA 30326

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

GA Average: $9,259,360,772
Total Number of Employees

2,857

GA Average: 166
Total Number of Accounts

276,236

GA Average: 7,189
Average Account Size

$160,469

GA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Emma Foulkes Work History

Emma has 10 years of experience.

2014 - Present (5 years)

Cambridge Investment Research, Inc

2014 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2008 - Present (11 years)

National Financial Services Group

2008 - Present (11 years)

National Life Insurance Company

2008 - 2014 (6 years)

Equity Services Inc

Disclosures

Emma Foulkes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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