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Emily Elizabeth Elfallah

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1315 Second St. SW, Roanoke, VA, 24016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Emily is an insurance agent selling life, health, and fixed annuities through various carriers. This activity takes about 10-20% of her time.

Employment History
Current Registrations
Creekmur Asset Management, LLC
March 2025 - Present · 11 mos
Previous Registrations
Integrity Financial Planning, INC.
April 2023 - March 2025 · 1 yr 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.