Sagar Parikh (CRD# 5397628) is an Investment Advisor Representative working at Emerson Equity LLC in Tustin, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pma Wealth Management, Inc. | Tustin, CA | Oct 2022 - Current | 1 |
| Emerson Equity, LLC | San Mateo, CA | May 2019 - Current | 4 |
| Emerson Equity, LLC | San Mateo, CA | May 2019 - Current | 4 |
| Spm Investment Management Dba Coordinate Wealth | Tustin, CA | Feb 2019 - Current | 5 |
| Parikh, Mehta & Associates | Tustin, CA | Jan 2005 - Current | 19 |
| Woodbury Financial Services Inc. | Tustin, CA | Dec 2018 - Jun 2019 | < 1 |
| Silber Bennett Financial, Inc. | Sherman Oaks, CA | Jan 2013 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- CA
-
Total Assets Under Management176MILLIONS
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Total Number of Accounts1,037ACCOUNTS
-
Average Account Value$169,886
- 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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