Renata Lance
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.
- Emerson Equity LLCFeb 2024 to now
- Lance Enterprises Inc, dba Club Pilates Del MarDec 2019 to now
- S&r Capital Management Investments IncSep 2018 to now
- Sral IncJun 2016 to now
- Lance Enterprises IncMay 2014 to now
- Cetera Investment Services LLCSep 2021 to May 2022
- Wellness Wealth AdvisorsJun 2019 to May 2021
- Cetera Investment Advisers LLCMay 2019 to May 2022
- Cetera Financial Specialists LLCMay 2019 to Sep 2021
- Morgan StanleyFeb 2019 to Feb 2019
- Royal Alliance Associates, Inc.Nov 2018 to Jan 2019
- Lance Legacy IncJun 2018 to Jan 2022
- SiiJul 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2010
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
- 5020798
- Firm CRD
- 130032