Equity Services, Inc

Investment Advisor
in Atlanta, GA
Are you Ronald Purdy? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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



Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equity Services, Inc Brokerage Details

Total Assets Under Management


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


GA Average: 30
Total Number of Accounts


GA Average: 868
Average Account Size


GA Average: $4,905,203

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2014 - Present (5 years)

National Financial Services Group

2014 - Present (5 years)

National Life Group

2014 - Present (5 years)

Equity Services Inc

2012 - 2014 (2 years)

Metlife Securities

2007 - 2014 (7 years)

New England Securities


Ronald Purdy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started