Kevin
Hickam
Emerson Equity LLC
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About this Advisor
Kevin Hickam is a chartered financial analyst working out of San Mateo, California who has 7 years of relevant experience. Hickam is an employee of Emerson Equity LLC. Over the course of their career, Hickam has held roles at Ari Financial Services, Nelson Brothers, Emerson Equity LLC and Irvine Advisors, LLC. Hickam maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Emerson Equity LLC is an advisory company based out of San Mateo, CA. The investment advisory business has offices in nine locations and a total of 208 employees. It manages $189 million in assets under management across its 526 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 526 customer accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. The business offers a number 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 typically are based on which service is provided. Fees charged by Emerson Equity LLC most likely include 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
Kevin Hickam Work History
Kevin has been registered as a financial advisor for 7 years.*
Irvine Advisors, LLC
Emerson Equity LLC
Ari Financial Services
Nelson Brothers
*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 Kevin Hickam 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
Irvine, CA
El Segundo, CA
Healdsburg, CA
Irvine, 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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