Renata Lance
Investment Adviser Representative at Emerson Equity LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Renata Lance is an investment adviser representative with Emerson Equity LLC in San Diego, CA, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 7 firms, including Cetera Investment Advisers LLC and Morgan Stanley. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SIIJul 2016 – Nov 2018Walnut Creek, CA
- Royal Alliance Associates, Inc.Nov 2018 – Jan 2019Lafayette, CA
- Morgan StanleyFeb 2019 – Feb 2019Burlingame, CA
- Cetera Financial Specialists LLCMay 2019 – Sep 2021Schaumburg, IL
- Cetera Investment Advisers LLCMay 2019 – Sep 2021Schaumburg, IL
- SRAL IncJun 2016 – no end date reportedRoseville, CA
- S&r Capital Management Investments IncSep 2018 – no end date reportedRedwood City, CA
- Lance Legacy IncJun 2018 – Jan 2022Palo Alto, CA
- Lance Enterprises IncMay 2014 – no end date reportedSan Carlos, CA
- Wellness Wealth AdvisorsJun 2019 – May 2021San Carlos, CA
- Lance Enterprises Inc, DBA CLUB Pilates DEL MARDec 2019 – no end date reportedSan Diego, CA
- Cetera Investment Services LLCSep 2021 – May 2022St Cloud, MN
- Cetera Investment Advisers LLCSep 2021 – May 2022San Diego, CA
- Emerson Equity LLCFeb 2024 – no end date reportedSan Mateo, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Emerson Equity LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory, traditional brokerage, annuities and life insurance, private placements, secondary transactions, alternative investments and other private placements, and inception-to-closing private placement platform (managing broker dealer services) for sponsor companies.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 10
- Main office:
- San Mateo, CA
- Founded:
- 2003
- SEC file number:
- 801-120835
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
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Showing 12 of 98 in the directory
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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.
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