Equity Services, Inc.
Overview
Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser affiliated with National Life Group, offering a range of financial services to individuals and businesses. ESI provides commission and fee-based solutions to help manage processes more efficiently, build networks, and transform business visions. As an affiliate of National Life Group, ESI combines investment and fixed financial solutions with a commitment to flexibility and providing multiple affiliation options. ESI empowers businesses to create a lasting presence in their communities by offering the freedom to choose how they market themselves and their brand. Whether affiliating with existing offices to gain local branding and support or building their own private office and brand, ESI supports businesses in achieving their goals. ESI is dedicated to making a positive impact on clients, employees, and the community, aligning with National Life Group's commitment to social responsibility and environmental sustainability. The firm operates under the leadership of President and CEO Alex David, with a team focused on providing exceptional service and support to financial professionals. ESI's operations are based in Montpelier, Vermont, and the firm is a member of FINRA and SIPC. Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc. Investing involves risk, including the potential for loss of principal. Past performance does not guarantee future performance. ESI Illuminations is an advisory platform sponsored by Equity Services, Inc. through an ongoing agreement with Envestnet. Envestnet is independent of ESI and its affiliates.
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Unlock full contacts →Frequently asked questions about Equity Services, Inc.
What sectors does Equity Services, Inc. invest in?
Equity Services, Inc. invests in Financial Services, Insurance and Investment Management, and is based in Wilmington, North Carolina, United States. Equity Services, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Equity Services, Inc. invest at?
Equity Services, Inc. backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround.
Which regions does Equity Services, Inc. invest in?
Equity Services, Inc. invests across United States.
Who are the partners at Equity Services, Inc.?
Team members listed for Equity Services, Inc. include Robert Franklin (Chief Compliance Officer) and Rich Whalen (VP Technology Strategy & Execution).
How do I contact Equity Services, Inc.?
Equity Services, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database