Gary
Shek
Equity Services, Inc
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About this Advisor
Gary Shek is a financial advisor operating out of Alhambra, California with 6 years of relevant experience. Shek works at Equity Services, Inc. Shek has gained experience at Metlife Securities Inc, Metropolitan Life Insurance Company, Ameritas Life Insurance Company, Ameritas Investment Corp, Strategic Horizon Inc, Sunlly Associates and Equity Services Inc. Shek has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Equity Services, Inc is an advisory company based out of Montpelier, VT. The firm has offices in 220 locations and a total of 440 advisors. It oversees $2 billion in assets under management among its 11,317 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 11,317 customer accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on the type of financial services provided. However, fees charged by Equity Services, Inc likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gary Shek Work History
Gary has been registered as a financial advisor for 6 years.*
Equity Services Inc
Strategic Horizon Inc
Ameritas Life Insurance Company
Ameritas Investment Corp
Sunlly Associates
Metlife Securities Inc
Metropolitan Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Shek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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