Howard
Davis
Emerson Equity LLC
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About this Advisor
Howard Davis is a financial advisor based in San Mateo, California, working with Emerson Equity LLC. Howard has previously held positions at Sandlapper Securities LLC, Sandlapper Wealth Management, LLC, Cabot Lodge Securities LLC, Cl Wealth Management LLC, Mountain Gate Advisors, Infinity Consulting Services, Emerson Equity LLC, D'Merc, Lyndhurst Securities, Inc, and Wsu Pullman, LLC. Howard has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Howard is part of Emerson Equity LLC, which operates out of San Mateo, California. The firm has 9 offices and 222 employees. The firm manages assets totaling $176.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Emerson Equity LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$176,171,921
222
1,037
$169,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Howard Davis Work History
Wsu Pullman, LLC
Lyndhurst Securities, Inc
Emerson Equity LLC
Mountain Gate Advisors
Infinity Consulting Services
D'Merc
Cabot Lodge Securities LLC
Cl Wealth Management LLC
Sandlapper Securities LLC
Sandlapper Wealth Management, LLC
Disclosures
Please visit the SEC profile of Howard Davis 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
San Mateo, CA
Paicines, CA
San Mateo, CA
San Mateo, CA
Irvine, CA
San Mateo, CA
San Mateo, CA
San Diego, CA
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