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Financial ADVSR advisor directory · SEC adviser records

Equity Services, Inc. financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Irvine, A to Z.

7 registered advisors work at Equity Services, Inc. in Irvine, out of 485 at the firm nationwide; it ranks number 47 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Equity Services, Inc. advisors in Irvine, A to Z

Every Equity Services, Inc. advisor →

Equity Services, Inc. advisors in every city and state →Equity Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Equity Services, Inc. advisors in other cities

Montpelier, VT 35Hauppauge, NY 33Colchester, VT 32Red Bank, NJ 31Chicago, IL 27Media, PA 27New York, NY 18Latham, NY 15Sandy Springs, GA 15Charlotte, NC 14Roanoke, VA 14Boca Raton, FL 13Timonium, MD 12Melville, NY 11Addison, TX 10

Other firms in Irvine

All Irvine advisors →

J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27

Questions

How many financial advisors does Equity Services, Inc. have in Irvine?

7 investment adviser representatives are registered at Equity Services, Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 485 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Equity Services, Inc. one of the largest advisor employers in Irvine?

Equity Services, Inc. ranks number 47 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.

How do I check a Equity Services, Inc. advisor in Irvine?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Equity Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.