Darrach Bourke, financial advisor San Mateo CA

Darrach Bourke

CRD Number: 5255413
Current Firm: Emerson Equity LLC

Darrach Bourke (CRD# 5255413) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 17 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Emerson Equity LLC San Maeo, CA May 2017 - Current 7
Emerson Equity LLC San Mateo, CA May 2016 - Apr 2017 < 1
Summit Financial Group Corte Madera, CA Nov 2014 - May 2016 1
Summit Brokerage Services Inc. Corte Madera, CA Nov 2014 - Feb 2016 1
Stifel Nicolaus & Co Inc. San Francisco, CA Nov 2011 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Darrach M. Bourke
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • 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

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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