Financial ADVSR advisor directory · SEC adviser records
Equity Services, Inc. financial advisors in Boca Raton, FL
Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Boca Raton, A to Z.
13 registered advisors work at Equity Services, Inc. in Boca Raton, out of 485 at the firm nationwide; it ranks number 25 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.
Equity Services, Inc. advisors in Boca Raton, A to Z
Every Equity Services, Inc. advisor →- Paul J. AbbottAlso a broker rep
- Vincent J. AimettiChartered Financial Consultant · Also a broker rep
- Michael A. GrecoAlso a broker rep
- Paul W. HarveyAlso a broker rep
- Curtis James Jr.Also a broker rep
- Paul M. JanitelliInvestment adviser rep
- Jeffrey KlatzkoAlso a broker rep
- Robert J. LiebmanAlso a broker rep
- Clare MorrisAlso a broker rep
- Daniel P. OwensAlso a broker rep
- James N. PapadakosAlso a broker rep
- Saadia A. SindhuAlso a broker rep
- Brendon WalshAlso a broker rep
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 14Timonium, MD 12Melville, NY 11Addison, TX 10Irvine, CA 8
Other firms in Boca Raton
All Boca Raton advisors →Morgan Stanley 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 117Wells Fargo Clearing Services, LLC 114Ameriprise Financial Services, LLC 100Raymond James & Associates, Inc. 59LPL Financial LLC 55Nfsg Corporation 51Equitable Advisors, LLC 46Wells Fargo Advisors Financial Network, LLC 42Strategic Advisers LLC 38Valic Financial Advisors, Inc. 36RBC Capital Markets, LLC 34
Questions
How many financial advisors does Equity Services, Inc. have in Boca Raton?
13 investment adviser representatives are registered at Equity Services, Inc. offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 485 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.
Is Equity Services, Inc. one of the largest advisor employers in Boca Raton?
Equity Services, Inc. ranks number 25 in Boca Raton by registered advisors; Morgan Stanley has the most, with 207.
How do I check a Equity Services, Inc. advisor in Boca Raton?
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.