Andrew
Bagnall
Emerson Equity LLC
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About this Advisor
Andrew Bagnall is a certified financial planner operating out of San Mateo, California who has 6 years of relevant experience. Bagnall is on the advisory team at Emerson Equity LLC. Bagnall has gained experience at Andrew C. Bagnall Law Firm, Legacy Wealth Partners, Commonwealth Financial Network, First Heartland Capital Inc, Westpark Capital Inc and Emerson Equity LLC. Bagnall has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in California. Emerson Equity LLC is a firm that has its headquarters in San Mateo, CA. The firm has offices in nine locations and a total of 208 employees. It has $189 million in total assets across its 526 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 526 customer accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types billed by Emerson Equity LLC most likely include some blend 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
Andrew Bagnall Work History
Andrew has been registered as a financial advisor for 6 years.*
Emerson Equity LLC
Andrew C. Bagnall Law Firm
Westpark Capital Inc
First Heartland Capital Inc
Legacy Wealth Partners
Commonwealth Financial Network
*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 Andrew Bagnall 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
Irvine, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
Irvine, CA
Tustin, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.