Curt
Spinney

Equity Services, Inc

CRD#5862672
Investment Advisor
in Atlanta, GA
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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

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,291,880,780

GA Average: $4,257,716,217
Total Number of Employees

420

GA Average: 30
Total Number of Accounts

8,758

GA Average: 868
Average Account Size

$147,509

GA Average: $4,905,203

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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.

2010 - Present (9 years)

Equity Services Inc

2010 - Present (9 years)

National Life Of Vermont

2010 - Present (9 years)

National Financial Services Group

1998 - 2009 (11 years)

Fourth Generation Software

Disclosures

Curt Spinney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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