Andrew Bagnall, financial advisor San Mateo CA

Andrew Bagnall

CRD Number: 4331728
Current Firm: Emerson Equity LLC

Andrew Bagnall (CRD# 4331728) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 23 years of experience in the finance industry. Andrew Bagnall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Jul 2017 - Current 6
Andrew C. Bagnall Law Firm Los Angeles, CA Mar 1991 - Current 33
Westpark Capital Inc. Woodland Hills, CA May 2017 - Jun 2017 < 1
First Heartland Capital Inc. Lake St Louis, MO Jul 2015 - May 2017 1
Legacy Wealth Partners Encino, CA Apr 2007 - Jun 2015 8
Commonwealth Financial Network Waltham, MA Apr 2007 - Jun 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Andrew C. Bagnall
Phone Number: 650-312-0200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $359,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

TX

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