Emily
Tilbury

Pensionmark Financial Group, LLC

CRD#5836862
Investment Advisor
in Blue Springs, MO

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About this Advisor

Emily Tilbury is a financial advisor who works out of Blue Springs, Missouri, with a total of 1 year of industry experience. Tilbury is an employee of Pensionmark Financial Group, LLC. Their career trajectory has included roles at Lockton Financial Advisors, LLC, Lockton Companies, LLC, Lockton Investment Advisors, LLC, Creative Planning, LLC, Sequoia Consulting Group, Pensionmark Securities and Pensionmark Financial Group. Tilbury has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California, Missouri, New York and Texas. Pensionmark Financial Group, LLC is a registered investment firm based out of Santa Barbara, CA. It has offices in 59 locations and a total of 244 people on staff. It handles $27 billion in total assets between its 7,380 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 142 charitable organizations. Of its 7,380 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. The business has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which service is provided. Fees charged by Pensionmark Financial Group, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Blue Springs, MO

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

MO Average: $7,578,581,321
Total Number of Employees

244

MO Average: 43
Total Number of Accounts

7,380

MO Average: 3,727
Average Account Size

$3,607,399

MO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Emily Tilbury Work History

Emily has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sequoia Consulting Group

2022 - Present (2 years)

Pensionmark Securities

2022 - Present (2 years)

Pensionmark Financial Group

2021 - 2022 (1 year)

Creative Planning, LLC

2012 - 2021 (9 years)

Lockton Financial Advisors, LLC

2012 - 2021 (9 years)

Lockton Companies, LLC

2012 - 2021 (9 years)

Lockton Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emily Tilbury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pensionmark Financial Group, LLC

Jason Cohn
Brentwood, TN
Barry Toole
Santa Barbara, CA
Jason Aceituno
San Mateo, CA
Valerie Digennaro
Saint Petersburg, FL
Joshua Johnson
San Antonio, TX
Rogelio Rocha
Los Angeles, CA
Melanie Brown
South Burlington, VT
Katherine Mach
Fort Mill, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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