Renata
Lance
Emerson Equity LLC
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About this Advisor
Renata Lance is a financial advisor based in San Diego, California, working with Emerson Equity LLC. Renata has previously held positions at Wells Fargo Advisors, LLC, Sii, Royal Alliance Associates, Inc, Morgan Stanley, S&R Capital Management Investments Inc, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Sral Inc, Lance Legacy Inc, Lance Enterprises Inc, Wellness Wealth Advisors, Lance Enterprises Inc, Dba Club Pilates Del Mar, Cetera Investment Services LLC, and Emerson Equity LLC. Renata has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Renata is part of Emerson Equity LLC, which operates out of San Diego, 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
Renata Lance Work History
Emerson Equity LLC
Lance Enterprises Inc, Dba Club Pilates Del Mar
S&R Capital Management Investments Inc
Sral Inc
Lance Enterprises Inc
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Morgan Stanley
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Wellness Wealth Advisors
Royal Alliance Associates, Inc
Lance Legacy Inc
Wells Fargo Advisors, LLC
Sii
Disclosures
Please visit the SEC profile of Renata Lance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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