Emerson Equity LLC

Emerson Equity LLC (CRD# 130032) is a financial advisory firm headquartered in San Mateo, CA. They manage $59,000,000 in 155 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $380,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, OH, TX, VA

Financial Advisors at Emerson Equity LLC
Showing 1 - 10 of 15 top financial advisors.
1
Andrew C. Bagnall
CRD#: 4331728
21900 Burbank Blvd., Third Floor, Woodland Hills, CA 91367
96
Wealthminder
score

Andrew Bagnall (CRD# 4331728) is an Investment Advisor Representative working at Emerson Equity LLC in Woodland Hills, CA and has over 17 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.

2
Kristian D. Colvin
CRD#: 2899449
155 Bovet Road, Suite 725, San Mateo, CA 94402
96
Wealthminder
score

Kristian Colvin (CRD# 2899449) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 20 years of experience in the finance industry. Kristian Colvin 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.

3
Joshua D. Chapin
CRD#: 5825638
155 Bovet Road, Suite 725, San Mateo, CA 94402
93
Wealthminder
score

Joshua Chapin (CRD# 5825638) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 7 years of experience in the finance industry.

4
Todd N. Condiff
CRD#: 5193760
5806 Meadowcrest, Sachse, TX 75048
93
Wealthminder
score

Todd Condiff (CRD# 5193760) is an Investment Advisor Representative working at Emerson Equity LLC in Sachse, TX and has over 11 years of experience in the finance industry.

5
Patty S. Franklin
CRD#: 4254934
155 Bovet Road, Suite 725, San Mateo, CA 94402
93
Wealthminder
score

Patty Franklin (CRD# 4254934) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 12 years of experience in the finance industry.

6
Kevin J. Hickam
CRD#: 2010982
9940 Research Drive, Irvine, CA 92618
93
Wealthminder
score

Kevin Hickam (CRD# 2010982) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 4 years of experience in the finance industry.

7
Forrest James
CRD#: 1263114
9940 Research Drive, Irvine, CA 92618
93
Wealthminder
score

Forrest James (CRD# 1263114) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 17 years of experience in the finance industry.

8
Kathleen F. Morrissey
CRD#: 1771747
155 Bovet Road, Suite 725, San Mateo, CA 94402
93
Wealthminder
score

Kathleen Morrissey (CRD# 1771747) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 16 years of experience in the finance industry.

9
Mark V. Petersen
CRD#: 1398258
1431 Greenway Drive, Suite 710, Irving, TX 75038
90
Wealthminder
score

Mark Petersen (CRD# 1398258) is an Investment Advisor Representative working at Emerson Equity LLC in Irving, TX and has over 4 years of experience in the finance industry.

10
David Gillimore
CRD#: 4297439
1778 East Sandalwood Drive, Palm Springs, CA 92262
83
Wealthminder
score

David Gillimore (CRD# 4297439) is an Investment Advisor Representative working at Emerson Equity LLC in Palm Springs, CA and has over 16 years of experience in the finance industry.

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