Richard
Cederberg

Equity Services, Inc

CRD#1568999
Investment Advisor
in Atlanta, GA
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About this Advisor

Richard Cederberg is a chartered financial consultant working out of Atlanta, Georgia, with a total of 18 years of professional experience. Cederberg is an employee of Equity Services, Inc. During their career, the advisor has held roles at New England Securities, Metropolitan Life Insurance Company, Metlife Securities, Inc, Allsource, Metlife Securities Inc, Prudential Insurance Company Of America, Pruco Securities, LLC, Equity Services, Inc and National Life Group. Cederberg holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Georgia. Equity Services, Inc is a company headquartered in Atlanta, Georgia. The company has offices in 208 locations and a total of 400 financial advisors. It administers $1 billion in assets among its 9,508 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 9,508 accounts, 19% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number 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 management fees are based on which services the firm provides the client. However, fee types billed by Equity Services, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

18 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

Richard Cederberg Work History

Richard has 18 years of experience.

2018 - Present (1 year)

Equity Services, Inc

2018 - Present (1 year)

National Life Group

2013 - 2018 (5 years)

Equity Services, Inc

2013 - 2018 (5 years)

National Life Group

2012 - 2013 (1 year)

Prudential Insurance Company Of America

2012 - 2013 (1 year)

Pruco Securities, LLC

2010 - 2010 (< 1 year)

Allsource

2010 - 2012 (2 years)

Metlife Securities Inc

2003 - 2010 (7 years)

New England Securities

2000 - 2010 (10 years)

Metropolitan Life Insurance Company

2000 - 2010 (10 years)

Metlife Securities, Inc

Disclosures

Richard Cederberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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