Unclaimed
Louis Goodmon is an investment advisor representative at Emerson Equity LLC, a registered investment advisor. Louis has been in the financial services industry since 2021. Emerson Equity LLC is a registered investment advisor with a focus on providing financial planning, portfolio management, and other services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Louis is Series 22TO and SIE licensed.
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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2
CA
01/01/2024 - Present
Emerson Equity LLC (Newport Beach CA)
BC
Issued 12/27/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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