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Financial ADVSR advisor directory · SEC adviser records

Equity Services, Inc. financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Equity Services, Inc. office in North Carolina, by city and A to Z.

The short answer

19 registered advisors work at Equity Services, Inc. in North Carolina, out of 453 nationwide; it's the firm's number 9 state by advisors, and the most are in Charlotte (14). 2 list the CFP designation and 18 are also registered broker representatives.

Equity Services, Inc. advisors by city in North Carolina

Every firm in North Carolina →

Charlotte 14Cary 3Monroe 1Winston-Salem 1

Equity Services, Inc. advisors in North Carolina, A to Z

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

Equity Services, Inc. in other states

New York 105Vermont 57New Jersey 35Virginia 35Illinois 33Pennsylvania 31Georgia 22Florida 20Texas 15Maryland 14California 13South Carolina 9Utah 6Connecticut 5Massachusetts 4Ohio 4Indiana 3Michigan 3Oregon 3Wisconsin 3

Questions

How many Equity Services, Inc. financial advisors are in North Carolina?

19 investment adviser representatives are registered at Equity Services, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 453 at the firm nationwide. 2 list the CFP designation and 18 are also registered as broker representatives.

Where in North Carolina does Equity Services, Inc. have the most advisors?

Charlotte, with 14, then Cary (3). Equity Services, Inc. has advisors in 4 cities in North Carolina.

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

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.