LPL Financial
47yrs
Top advisor for experience in San Diego
44yrs
Brian Forrest Stokes
Financial advisor at Emerson Equity
At a glance
Experience44 years (since 1982)
How that compares ?Top advisor for experience at Emerson Equity
OfficeSan Diego, CA
FirmEmerson Equity
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Emerson Equity
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowEmerson Equity LLCCurrent firm
- 2009 – 2022Independent Financial Group, LLCPreviously
- 1998 – 2009LPL Financial LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Brian
How do I contact Brian?
Call Emerson Equity at 650-312-0200 and ask for Brian Forrest Stokes. Brian works from the San Diego, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1982, about 44 years. Top advisor for experience at Emerson Equity.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Emerson Equity reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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