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Richard Gibson

Emerson Equity LLC
18 Years of Experience
Long Beach, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Richard Gibson is a registered investment advisor at Emerson Equity LLC, based in Long Beach, CA, with 18 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.

Emerson Equity LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
620 clients
Average Client Portfolio
$519K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5199 E. Pacific Coast Highway, Suite 204, Long Beach, CA, 90804

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Settled
Customer Dispute
May 2024
Settled
Customer Dispute
April 2023
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard owns rental real estate, is involved with RWG Benefits Group (though not currently active), and is an insurance agent with Global View Capital Insurance Services, LLC. He also works with Global View Capital Management, LLC, PKS Investments, Global View Capital Advisors, LLC, Experior Financial Group, and serves on the board of the Disabled Resources Center, Inc.

Employment History
Current Registrations
Emerson Equity LLC
September 2026 - Present · 1 mo
Emerson Equity LLCBroker
September 2026 - Present · 1 mo
Tamalpais Asset Management
August 2026 - Present · 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2014 - September 2026 · 12 yrs 8 mos
Global View Capital Management LLC
January 2014 - August 2026 · 12 yrs 7 mos
The Strategic Financial Alliance
October 2012 - December 2013 · 1 yr 2 mos
The Strategic Financial Alliance, INC.Broker
October 2012 - December 2013 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
January 2012 - November 2012 · 10 mos
Transamerica Financial Advisors, INCBroker
January 2012 - November 2012 · 10 mos
Investment Advisors International, INC.
May 2008 - January 2012 · 3 yrs 8 mos
World Group Securities, INC.Broker
January 2008 - January 2012 · 4 yrs
State Registrations4 states
CAPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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