Howard Davis
Investment adviser representative at Emerson Equity LLC
12 yearsExperience
1 stateRegistered in
$321.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Wsu Pullman, LLCAug 2023 to now
- Emerson Equity LLCDec 2021 to now
- Mountain Gate AdvisorsMar 2020 to now
- Lyndhurst Securities, Inc.Mar 2022 to May 2023
- Infinity Consulting ServicesJul 2021 to Dec 2021
- D'mercSep 2020 to Mar 2022
- Cabot Lodge Securities LLCDec 2014 to Mar 2020
- Cl Wealth Management LLCDec 2014 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (CA).
Emerson Equity LLC
$321.7MAssets managed
620Clients
80Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1782118
- Firm CRD
- 130032