Phillip Falk (CRD# 2372997) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nextpoint Myga | Kansas City, MO | Apr 2023 - Current | 1 |
| Emerson Equity LLC | San Mateo, CA | Jul 2021 - Current | 2 |
| Caprock Real Estate | Chicago, IL | Dec 2020 - Current | 3 |
| Symmetry Financial Insurance | Scotch Plains, NY | Jul 2018 - Current | 5 |
| R. Henry Zaaarini | Lake Forest, IL | Dec 1999 - Current | 24 |
| Center Street Securities | Nashville, TN | Mar 2021 - Jul 2021 | < 1 |
| Fourstar Wealth Advisors, LLC | Chicago, IL | Jan 2020 - Jul 2021 | 1 |
| Great Point Capital | Chicago, IL | Jun 2017 - Mar 2021 | 3 |
| Great Point Advisors LLC | Chicago, IL | Apr 2017 - Dec 2018 | 1 |
| Paulson Investment Company, LLC | Chicago, IL | Oct 2016 - Jun 2017 | < 1 |
| Unemployed | Lake Forest, IL | Jun 2016 - Oct 2016 | < 1 |
| Forest Securities | Chicago, IL | Nov 2015 - Jun 2016 | < 1 |
| Avellino Financial Advisors, Inc. | Chicago, IL | Nov 2015 - Jun 2016 | < 1 |
| Landolt Securities | Oshkosh, WI | Oct 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- IL
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Total Assets Under Management176MILLIONS
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Total Number of Accounts1,037ACCOUNTS
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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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