Bradley Davidson (CRD# 5142256) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Feb 2024 - Current | < 1 |
| College Yard Investments (formerly Known As Pebble Beach, Dst) | Mission Viejo, CA | Feb 2024 - Current | < 1 |
| Aurora Securities | Ladera Ranch, CA | Jan 2023 - Jan 2024 | 1 |
| Secure Asset Management, LLC | Ladera Ranch, CA | Jan 2023 - Jan 2024 | 1 |
| Real Estate Transition Solutions | Ladera Ranch, CA | Dec 2022 - Jan 2024 | 1 |
| Wealthforge Securities LLC | Richmond, VA | Jun 2022 - Dec 2022 | < 1 |
| Versity Investments, LLC | Aliso Viejo, CA | Sep 2018 - Dec 2022 | 4 |
| Emerson Equity LLC | San Mateo, CA | Aug 2018 - Jun 2022 | 3 |
| Pacific West Certified Development Company | Laguna Hills, CA | Jun 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
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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
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