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Renata Lance

Investment Adviser Representative at EMERSON EQUITY LLC

San Diego, CACRD #5020798Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Renata Lance has worked in the securities industry since 2012. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/27/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 3/28/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/3/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Emerson Equity LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EMERSON EQUITY LLCCurrent
3/12/2024San Diego, CA
EMERSON EQUITY LLCCurrent
3/1/2024San Diego, CA
CETERA INVESTMENT ADVISERS LLC
5/31/20195/25/2022Redwood City, CA
MORGAN STANLEY
2/15/20192/27/2019Burlingame, CA
ROYAL ALLIANCE ASSOCIATES, INC.
11/2/20181/8/2019Lafayette, CA
SIGNATOR INVESTORS, INC.
8/11/201611/2/2018Lafayette, CA
WELLS FARGO ADVISORS, LLC
3/17/20167/5/2016East Palo Alto, CA
WELLS FARGO ADVISORS, LLC
1/3/20116/6/2014San Diego, CA
WELLS FARGO INVESTMENTS, LLC
9/29/20101/3/2011Palo Alto, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Renata Lance has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Renata Lance - Financial Advisor in San Diego, CA | AdvisorFinder