Equity Services, Inc
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About this Advisor
John Walker is a chartered financial consultant operating out of Longwood, Florida with 18 years of relevant experience. Walker is an advisor for Equity Services, Inc. They have spent their entire employment at Equity Services, Inc. Walker has a Series 63 license, certifying them as a securities broker, and can serve investors in Florida. Equity Services, Inc is an advisory firm operating out of Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 financial advisors. It oversees $2 billion in assets among its 11,317 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 11,317 accounts, 23% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs 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 charged by financial advisors largely vary depending on the services provided. Fee types billed by Equity Services, Inc most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Equity Services, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Walker Work History
John has been registered as a financial advisor for 18 years.*
Equity Services, Inc
*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.
Please visit the SEC profile of John Walker 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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