Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Ichikawa is an investment advisor representative at Emerson Equity LLC, a registered investment advisor with the Securities and Exchange Commission. Lance has been in the financial services industry since 1987 and has experience in both the broker-dealer and investment advisory businesses. Lance is registered in California and is a licensed insurance agent. Lance specializes in providing financial planning, investment management and insurance services to individuals and families. Lance is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/15/2024 - Present
Emerson Equity LLC (Foster City CA)
CA
08/03/2006 - 04/30/2010
EMERSON EQUITY LLC (SAN MATEO CA)
CA
11/16/2005 - 08/04/2006
WM FINANCIAL SERVICES, INC. (MENLO PARK CA)
TX
06/11/2003 - 11/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
02/16/2001 - 09/03/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
11/25/1987 - 02/26/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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