John
Kalil

Equity Services, Inc

CRD#2455833
Investment Advisor
in Colchester, VT

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About this Advisor

John Kalil is a financial advisor operating in Colchester, Vermont with a total of 1 year of relevant experience. Kalil is currently employed by Equity Services, Inc. Over the course of their career, they have held roles at Invest Financial Corp, Hazard & Siegel Inc, Equity Services, Inc, National Life Group, Hazard & Siegel, Inc, Metlife Securities Inc and Hazard & Siegel Advisory Services. Kalil maintains a Series 63 license, qualifying them as a securities representative, and can advise clients in New York. Equity Services, Inc is a financial advisory company operating out of Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 financial advisors. It manages $2 billion in total assets among its 11,317 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 11,317 accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on the type of services provided. Fee types billed by Equity Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

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

354 Mountain View Dr. Suite 200
Colchester, VT 05446

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

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

440

VT Average: 30
Total Number of Accounts

11,317

VT Average: 868
Average Account Size

$164,964

VT 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

John Kalil Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equity Services, Inc

2022 - Present (2 years)

National Life Group

2017 - 2022 (5 years)

Hazard & Siegel Inc

2016 - 2016 (< 1 year)

Invest Financial Corp

2014 - 2016 (2 years)

Metlife Securities Inc

2004 - 2014 (10 years)

Hazard & Siegel, Inc

2004 - 2022 (18 years)

Hazard & Siegel Advisory Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Kalil 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 4/16/2023. 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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