Phillip Falk
Investment adviser representative at Emerson Equity LLC
27 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
27 years in the industry.
- Nextpoint MygaApr 2023 to now
- Emerson Equity LLCJul 2021 to now
- Caprock Real EstateDec 2020 to now
- Symmetry Financial InsuranceJul 2018 to now
- R. Henry ZaaariniDec 1999 to now
- Center Street SecuritiesMar 2021 to Jul 2021
- Fourstar Wealth Advisors, LLCJan 2020 to Jul 2021
- Great Point CapitalJun 2017 to Mar 2021
- Great Point Advisors LLCApr 2017 to Dec 2018
- Paulson Investment Company, LLCOct 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2372997
- Firm CRD
- 130032