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Brandon Lane Morrow

Emerson Equity LLC

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About Brandon Lane Morrow

Brandon Lane Morrow is a financial professional with over 20 years of experience in the industry. Brandon is currently registered with Emerson Equity LLC, and has previously worked with Preferred Capital Securities, LLC, Triton Pacific Securities, LLC, Realty Capital Securities, LLC, Behringer Securities LP, Waddell & Reed, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc. and UMB Scout Brokerage Services, Inc.. Brandon holds Series 63, 66, 7 and SIE licenses. Brandon's expertise includes financial planning, portfolio management for individuals, and selection of other advisors. Brandon specializes in management of private placement life insurance / insurance dedicated funds (single investor private funds).

Firm Information

Brandon Morrow is currently registered with Emerson Equity LLC. Emerson Equity LLC is a California-based limited liability company formed in 2003 that provides investment advisory services. With over 200 registered representatives and 70+ investment advisor representatives, the firm manages approximately $176 million in regulatory assets for a range of clients, including individuals, pension plans, and other investment advisors. Their services include financial planning, educational seminars, portfolio management, and selection of other advisors. Emerson Equity focuses on providing comprehensive investment advice to individuals and institutions and specializes in the management of private placement life insurance and insurance dedicated funds. They are registered with the SEC and in all 50 states.
Emerson Equity LLC

155 BOVET ROAD, SUITE 725

SAN MATEO, CA 94402

$176.17M

Assets Under Management

39

Total Clients

165

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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management of private placement life insurance / insurance dedicated funds (single investor private funds)

Management of private placement life insurance / insurance dedicated funds (single investor private funds)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Morrow’s Registration & Firm History

CA

08/04/2022 - Present

Emerson Equity LLC (Irvine CA)

GA

08/10/2016 - 10/14/2020

PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)

CA

10/06/2015 - 07/25/2016

TRITON PACIFIC SECURITIES, LLC (Laguna Niguel CA)

TX

07/15/2014 - 09/02/2015

REALTY CAPITAL SECURITIES, LLC (DALLAS TX)

TX

01/28/2010 - 07/03/2014

BEHRINGER SECURITIES LP (DALLAS TX)

MO

02/25/2008 - 12/16/2009

WADDELL & REED, INC. (CREVE COEUR MO)

MO

08/01/2003 - 02/25/2008

WALNUT STREET SECURITIES, INC. (WARSAW MO)

NY

11/20/2001 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MO

01/10/2000 - 10/29/2001

UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 08/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Brandon Lane Morrow. Review regulatory record here.
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