Equity Services, Inc
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About this Advisor
Curt Spinney is a certified financial planner who works in Atlanta, Georgia, who has been in the industry for 20 years. Spinney currently works for Equity Services, Inc. Over the course of their career, they have held roles at Equity Services Inc, National Life Of Vermont, National Financial Services Group and Fourth Generation Software. Spinney maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Equity Services, Inc is a company that has its headquarters in Atlanta, Georgia. It has offices in 208 locations and a total of 400 people on staff. It administers $1 billion in total assets between its 9,508 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to 14 charitable organizations. Of its 9,508 customer accounts, 19% belong to high-net-worth clients who have more than $1 million in investable assets. Equity Services, Inc provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on the services offered. Fee types billed by Equity Services, Inc most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Equity Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Curt Spinney Work History
Curt has 20 years of experience.
Equity Services Inc
National Life Of Vermont
National Financial Services Group
Fourth Generation Software
Curt Spinney has no disclosures.
Please visit their SEC profile for more details.