Emerson Equity LLC

Emerson Equity LLC (CRD# 130032) is a financial advisory firm headquartered in San Mateo, CA. They manage $55,000,000 in 110 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $500,000
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, OH, TX, VA

Financial Advisors at Emerson Equity LLC
Showing 1 - 10 of 12 top financial advisors.
1
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.

2
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.

3
Patty S. Franklin
CRD#: 4254934
751 East Daily Drive, Suite 116, Camarillo, CA 93010
93
Wealthminder
score

Patty Franklin (CRD# 4254934) is an Investment Advisor Representative working at Emerson Equity LLC in Camarillo, CA and has over 11 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
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.

6
David Gillimore
CRD#: 4297439
1778 East Sandalwood Drive, Palm Springs, CA 92262
90
Wealthminder
score

David Gillimore (CRD# 4297439) is an Investment Advisor Representative working at Emerson Equity LLC in Palm Springs, CA and has over 15 years of experience in the finance industry.

7
Kevin J. Hickam
CRD#: 2010982
9940 Research Drive, Irvine, CA 92618
90
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.

8
Terence D. Gishen
CRD#: 3000966
155 Bovet Road, Suite 725, San Mateo, CA 94402
81
Wealthminder
score

Terence Gishen (CRD# 3000966) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 19 years of experience in the finance industry.

9
Dominic J. Baldini
CRD#: 3082081
155 Bovet Road, Suite 725, San Mateo, CA 94402
73
Wealthminder
score

Dominic Baldini (CRD# 3082081) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 19 years of experience in the finance industry.

10
Joshua D. Chapin
CRD#: 5825638
30300 Agoura Road, Suite 180, Agoura Hills, CA 91301
73
Wealthminder
score

Joshua Chapin (CRD# 5825638) is an Investment Advisor Representative working at Emerson Equity LLC in Agoura Hills, CA and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.