Tira
Clement

Equity Services, Inc

CRD#6226285
Investment Advisor
in Crown Point, IN

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About this Advisor

Tira Clement is a financial advisor based in Crown Point, Indiana, working with Equity Services, Inc. Tira has previously held positions at Mwa Financial Services Inc, Modern Woodmen Of America, Rental Property, Harvest Moon Drive Inn Movie Theatre, Dove Chocolate Discoveries, Olivet Nazarene University, Midwestern Securities Trading Co. LLC, American Community Bank Of Indiana, National Life Group, and Equity Services Inc. Tira has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Tira is part of Equity Services, Inc, which operates out of Crown Point, Indiana. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

11039 Broadway Suite C
Crown Point, IN 46307

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

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

450

IN Average: 30
Total Number of Accounts

11,558

IN Average: 868
Average Account Size

$183,834

IN Average: $4,905,203

Investment Advisory Services

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

Tira Clement Work History

2023 - Present (1 year)

National Life Group

2023 - Present (1 year)

Equity Services Inc

2021 - 2023 (2 years)

American Community Bank Of Indiana

2020 - 2023 (3 years)

Midwestern Securities Trading Co. LLC

2019 - 2021 (2 years)

Olivet Nazarene University

2014 - 2014 (< 1 year)

Harvest Moon Drive Inn Movie Theatre

2014 - 2014 (< 1 year)

Dove Chocolate Discoveries

2013 - 2019 (6 years)

Mwa Financial Services Inc

2012 - 2019 (7 years)

Modern Woodmen Of America

2006 - 2014 (8 years)

Rental Property

Disclosures

Please visit the SEC profile of Tira Clement 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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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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