Emma Inola Foulkes
Investment adviser representative at Collective Wealth Partners, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$59.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Collective Wealth Partners, LLCDec 2021 to now
- Collective Wealth Partners, LLC (fka Altruist Wealth Ptnrs, LLC)Oct 2021 to now
- Cambridge Investment Research Advisors, IncMay 2014 to Oct 2021
- Cambridge Investment Research, Inc.May 2014 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Collective Wealth Partners, LLC
$59.9MAssets managed
209Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2625503
- Firm CRD
- 317519