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Erica Lynn Sellers

Emerson Equity LLC

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About Erica Lynn Sellers

Erica Lynn Sellers is a financial advisor registered with Emerson Equity LLC and has over 20 years of experience in the industry. Erica has a strong background in helping individuals and high-net-worth clients with financial planning and portfolio management. She is also registered in California, Florida and Wisconsin. Prior to joining Emerson Equity LLC, Erica held positions at First Heartland Capital, Inc., Centerre Capital LLC, Jefferson Pilot Securities Corporation, and Larimer Capital Corporation. Erica has a strong commitment to providing her clients with personalized financial advice and guidance.

Firm Information

Erica Sellers 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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Erica Sellers’s Registration & Firm History

CA

10/03/2018 - Present

Emerson Equity LLC (Westlake Village CA)

CA

04/01/2014 - 10/23/2018

FIRST HEARTLAND CAPITAL, INC. (WESTLAKE VILLAGE CA)

CA

03/04/2011 - 03/19/2014

CENTERRE CAPITAL LLC (WESTLAKE VILLAGE CA)

CA

03/31/2006 - 03/04/2011

FIRST HEARTLAND CAPITAL, INC. (WESTLAKE VILLAGE CA)

CA

01/03/2005 - 04/13/2006

JEFFERSON PILOT SECURITIES CORPORATION (WESTLAKE VILLAGE CA)

CO

01/10/2003 - 09/27/2004

LARIMER CAPITAL CORPORATION (DENVER CO)

CA

03/18/2002 - 01/09/2003

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

TN

10/03/2001 - 12/21/2001

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

NJ

10/17/2000 - 06/25/2001

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

WI

04/12/1999 - 07/21/2000

HARBOUR INVESTMENTS, INC. (MADISON WI)

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Licenses & Designations

BC

Issued 03/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erica Lynn Sellers.
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