Sean Holland (CRD# 7845008) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has 1 year of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 1351279
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Dec 2023 - Current | < 1 |
| Access Capital Group | Scottsdale, AZ | Nov 2023 - Current | < 1 |
| Jmh Farm Consulting LLC | Chandler, AZ | Oct 2019 - Current | 4 |
| Arizona State University | Tempe, AZ | Aug 2016 - Oct 2020 | 4 |
| Mountainside Fitness | Gilbert, AZ | Jan 2019 - Oct 2019 | < 1 |
| Tommy Bahamma | Scottsdale, AZ | Oct 2018 - Jan 2019 | < 1 |
| Hamilton High School | Chandler, AZ | Oct 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2024 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- AZ
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Total Assets Under Management176MILLIONS
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Total Number of Accounts1,037ACCOUNTS
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Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
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