Adam
Shipley
Emerson Equity LLC
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About this Advisor
Adam Shipley is a financial advisor working out of El Segundo, California who has 2 years of industry experience. Shipley currently works for Emerson Equity LLC. Throughout their career, they have worked at Select Planning Group, Inc, Zuvich Corporate Advisors, Inc, National Securities Corporation, National Asset Management, Emerson Equity LLC, Perch Wealth and Perch Capital, LLC. Shipley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Emerson Equity LLC is a business that has its headquarters in San Mateo, CA. The firm has offices in nine locations and a total of 208 financial advisors. It handles $189 million in total assets across its 526 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 526 customer accounts, 15% are held by high-net-worth clients who have more than $1 million in investable assets. Emerson Equity LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically depend on the financial services provided. However, fee types billed by Emerson Equity LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$189,338,704
208
526
$359,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Shipley Work History
Adam has been registered as a financial advisor for 2 years.*
Emerson Equity LLC
Perch Wealth
Perch Capital, LLC
National Asset Management
Select Planning Group, Inc
National Securities Corporation
Zuvich Corporate Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Shipley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Emerson Equity LLC
Irvine, CA
San Mateo, CA
Irvine, CA
San Mateo, CA
El Segundo, CA
Healdsburg, CA
Irvine, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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