Adam Shipley (CRD# 6482848) is an Investment Advisor Representative working at Emerson Equity LLC in El Segundo, CA and has over 8 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perch Capital, LLC | Irvine, CA | Oct 2021 - Current | 2 |
| Emerson Equity LLC | San Mateo, CA | Jul 2021 - Current | 2 |
| Perch Wealth | Irvine, CA | Jul 2021 - Current | 2 |
| National Asset Management | Irvine, CA | Mar 2016 - Jul 2021 | 5 |
| National Securities Corporation | Irvine, CA | Aug 2015 - Jul 2021 | 5 |
| Select Planning Group, Inc. | Irvine, PA | Apr 2015 - Jul 2015 | < 1 |
| Zuvich Corporate Advisors, Inc. | Irvine, CA | May 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- CA
-
Total Assets Under Management189MILLIONS
-
Total Number of Accounts526ACCOUNTS
-
Average Account Value$359,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
TX
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