Carolyn
Burgin
Equity Services, Inc
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About this Advisor
Carolyn Burgin is a financial advisor based in Atlanta, Georgia, working with Equity Services, Inc. Carolyn has previously held positions at Fine Spec Home Inspection, Axa Advisors LLC, Mml Investors Services LLC, Massmutual Life Insurance Co, Apogee Financial Partners, and Equity Services, Inc. Carolyn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Carolyn is part of Equity Services, Inc, which operates out of Atlanta, Georgia. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Carolyn Burgin Work History
Apogee Financial Partners
Equity Services, Inc
Mml Investors Services LLC
Massmutual Life Insurance Co
Axa Advisors LLC
Fine Spec Home Inspection
Disclosures
Please visit the SEC profile of Carolyn Burgin 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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