Emily Medling Stokes
Investment adviser representative at The Burney Company
15 yearsExperience
1 stateRegistered in
$3.6BFirm assets
52 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- The Burney CompanyJan 2024 to now
- Union City Eye Care, PcJan 2023 to Dec 2023
- The Citizens Bank of Hickman, KyOct 2017 to Nov 2022
- Greenfield Banking CompanyMay 2011 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
The Burney Company
$3.6BAssets managed
1,926Clients
37Advisers
52 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
- 7999685
- Firm CRD
- 106945