Harvey
Maclin
Equity Services, Inc
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About this Advisor
Harvey Maclin is a financial advisor operating out of Atlanta, Georgia, with a total of 3 years of industry experience. Maclin is on the advisory team at Equity Services, Inc. During their career, Maclin has held roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Securian Financial Services Inc, Minnesota Life Insurance Company (A Securian Co.), Wealthspan Financial Group, Lpl Financial, LLC, Investacorp Inc, Investacorp Advisory Services, Aegis Capital Corp, Commonwealth Of Atlanta LLC and Equity Services Inc. Maclin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Equity Services, Inc is a registered investment business based out of Montpelier, VT. The company has offices in 220 locations and a total of 440 employees. It manages $2 billion in assets between its 11,317 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 11,317 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. The company offers 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. Financial advisory fees usually vary depending on the financial services offered. However, fee types charged by Equity Services, Inc likely include any 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
Harvey Maclin Work History
Harvey has been registered as a financial advisor for 3 years.*
Equity Services Inc
Commonwealth Of Atlanta LLC
Aegis Capital Corp
Investacorp Inc
Investacorp Advisory Services
Lpl Financial, LLC
Securian Financial Services Inc
Minnesota Life Insurance Company (A Securian Co.)
Wealthspan Financial Group
Mutual Of Omaha
Mutual Of Omaha Investor 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.
Disclosures
Please visit the SEC profile of Harvey Maclin 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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