Craig Gougis

Wealth Advisor | 1031 | DST Professional

Role: Wealth Advisor at Emerson Equity Llc, Member Finra Sipc
Location: Irvine, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Advisor
Emerson Equity Llc, Member Finra Sipc
Oct 2021 — Present

Education

USC Marshall School of Business
MBA, Finance
1997 — 1999
Pepperdine University
Bachelor's degree, Business Administration and Management, General

Skills

Series 65
Retirement
Alternative Investments
Private Equity
Investment Strategies
Finra
1031 Exchanges
Wealth Management
Insurance
Dst
Mortgage Lending
Capital Markets
Retirement Planning
Portfolio Management
Risk Management
Investments
Investment Banking
Investment Advisory
Asset Allocation
Financial Services
Securities
Asset Management
Series 63
Equities
Strategic Financial Planning
Financial Planning
Series 24
Mutual Funds
Financial Advisory

Contact information

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Work email
c••••••@emersonequity.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••21

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Current company

Emerson Equity Llc, Member Finra Sipc

Financial Services · 119 employees · Founded 2003 · San Mateo, California, United States

Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and managed broker dealer services. As a leading boutique investment firm, we’re also a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the needs of our clients. At Emerson Equity, we understand that nothing takes the place of a firm\'s ability to deliver tangible results. That\'s why each of our clients works directly with an investment professional who draws on the firm\'s broad resources to tailor a specific products and services to fit their needs. Launched in 2003, Emerson Equity was founded with the vision of providing complete financial planning and highly personalized investment management services and inception-to-closing managing broker dealer services. Today, Emerson Equity continues to enjoy strong growth, with nearly 100 investment professionals in locations across the country - from San Francisco, Silicon Valley, Los Angeles, Orange County and San Diego, to Dallas, Columbus, Ohio, and New York. We are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Emerson Equity is also a registered Investment Advisor. STRATEGIC RELATIONSHIPS At Emerson Equity, we have built valuable, long-standing strategic relationships with many of the industry’s most successful and innovative firms – from large Wall Street banks and sponsor companies, to innovators in the areas of private placements and alternative investments. Contact us today at i•••@emersonequity.com or 65••••••00 to schedule a consultation where we can discuss all your financial needs.

emersonequity.com

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Experience

Wealth Advisor

Education

USC Marshall School of Business

Pepperdine University

Skills

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