Samuel
Yarian
Equity Services, Inc
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About this Advisor
Samuel Yarian is a financial advisor based in Cherry Hill, New Jersey, working with Equity Services, Inc. Samuel has previously held positions at Integrated Wealth Strategies, Skidmore College, York Manufacturing, Motley Fool, Equity Services, Inc, Penn Mutual Life Insurance Company, Hornor Townsend & Kent LLC, and Integrated Financial Concepts LLC / National Life Ins Co. Samuel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Samuel is part of Equity Services, Inc, which operates out of Cherry Hill, New Jersey. 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
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Samuel Yarian Work History
Integrated Financial Concepts LLC / National Life Ins Co
Equity Services, Inc
Equity Services, Inc
Penn Mutual Life Insurance Company
Hornor Townsend & Kent LLC
Integrated Wealth Strategies
Motley Fool
Skidmore College
York Manufacturing
Skidmore College
Disclosures
Please visit the SEC profile of Samuel Yarian 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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