Equity Services, Inc
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About this Advisor
Ronald Purdy is a certified financial planner who works out of Atlanta, Georgia. Currently an investment advisor with Equity Services, Inc, Purdy has 11 years of work experience as a financial advisor. Purdy maintains Series 63 and Series 66 licenses, designating them as a securities agent. Purdy is registered to work with clients in Georgia. Purdy has gained experience at New England Securities, National Financial Services Group, National Life Group, Equity Services Inc and Metlife Securities. Equity Services, Inc is based out of Atlanta, Georgia, and operates out of 208 locations in the country. Overall, Equity Services, Inc oversees $1 billion in assets throughout 9,508 client accounts and employs more than 400 people. The firm's total assets under management places it among the larger investment advisory firms in the country. The firm manages 656 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Equity Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients 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
Ronald Purdy Work History
Ronald has 11 years of experience.
National Financial Services Group
National Life Group
Equity Services Inc
New England Securities
Ronald Purdy has no disclosures.
Please visit their SEC profile for more details.