Sagar Parikh (CRD# 5397628) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 15 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 2055289
Powering Your Retirement
CRD# 3228403
Sand Hill Global 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 | 5 |
| Emerson Equity, LLC | San Mateo, CA | May 2019 - Current | 5 |
| 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
-
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
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
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