Emerson Equity LLC

Emerson Equity LLC (CRD# 130032) is a financial advisory firm headquartered in San Mateo, CA. They manage $176,171,921 in 1,037 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    1,037
    ACCOUNTS
  • Average Account Value
    $169,886
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Emerson Equity LLC
Showing 11 - 20 of 65 top financial advisors.
11
Kristian D. Colvin
CRD#: 2899449
155 Bovet Road, Suite 725, San Mateo, CA 94402

Kristian Colvin (CRD# 2899449) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 26 years of experience in the finance industry.

12
Todd N. Condiff
CRD#: 5193760
5806 Meadowcrest, Sachse, TX 75048

Todd Condiff (CRD# 5193760) is an Investment Advisor Representative working at Emerson Equity LLC in Sachse, TX and has over 17 years of experience in the finance industry.

13
Donald J. Everhart
CRD#: 2150508
100 N. Adams Street, Suite B, Dixon, CA 95620

Donald Everhart (CRD# 2150508) is an Investment Advisor Representative working at Emerson Equity LLC in Dixon, CA and has over 32 years of experience in the finance industry.

14
Ryan D. Finch
CRD#: 6379871
9940 Research Drive Suite 200, Irvine, CA 92618

Ryan Finch (CRD# 6379871) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 9 years of experience in the finance industry.

15
Craig M. Gougis
CRD#: 3258023
4695 Macarthur Court, #1100, Newport Beach, CA 92660

Craig Gougis (CRD# 3258023) is an Investment Advisor Representative working at Emerson Equity LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

16
Dhruv P. Gupta
CRD#: 2671099
155 Bovet Road, Suite 725, San Mateo, CA 94402

Dhruv Gupta (CRD# 2671099) 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.

17
Kevin J. Hickam
CRD#: 2010982
155 Bovet Road, Suite 725, San Mateo, CA 94402

Kevin Hickam (CRD# 2010982) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 10 years of experience in the finance industry.

18
John E. Hoffman
CRD#: 1582096
9940 Research Drive Suite 200, Irvine, CA 92618

John Hoffman (CRD# 1582096) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 37 years of experience in the finance industry.

19
Kevin F. Hughes
CRD#: 1073729
9940 Research Drive Suite 200, Irvine, CA 92618

Kevin Hughes (CRD# 1073729) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 41 years of experience in the finance industry.

20
Lance S. Ichikawa
CRD#: 1519862
Foster City, CA

Lance Ichikawa (CRD# 1519862) is an Investment Advisor Representative working at Emerson Equity LLC in Foster City, CA and has over 34 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.