linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Gregory Culwell

Emerson Equity LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Gregory Culwell

Michael Gregory Culwell is a financial professional with over 10 years of experience in the industry. Michael currently works as a registered representative at Emerson Equity LLC, a firm that provides financial services to individuals and businesses. Michael is registered in 21 states and holds several professional designations.

Firm Information

Michael Culwell 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Culwell’s Registration & Firm History

CA

11/08/2013 - Present

Emerson Equity LLC (Irvine CA)

KS

03/26/2013 - 11/05/2013

ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

CA

11/30/2012 - 02/07/2013

XNERGY FINANCIAL LLC (LOS ANGELES CA)

CA

12/09/2011 - 12/31/2012

DIMIRAK SECURITIES CORPORATION (VISTA CA)

PA

10/28/2011 - 11/30/2011

HERITAGE FINANCIAL SYSTEMS, INC. (MALVERN PA)

Not sure if Michael Gregory Culwell is right for you?

Licenses & Designations

BC

Issued 11/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2020

Series 24 - General Securities Principal Examination

BC

Issued 05/30/2019

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2011

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Gregory Culwell. Review regulatory record here.
Not sure if Michael Gregory Culwell is right for you?