Joshua
Lochner
Equity Services, Inc
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About this Advisor
Joshua Lochner is a financial advisor based in Latham, New York, working with Equity Services, Inc. Joshua has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Equity Services Inc, and National Life Group. Joshua has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Joshua is part of Equity Services, Inc, which operates out of Latham, New York. 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
Services Offered
Fee Structure
Office Location
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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
Joshua Lochner Work History
Equity Services Inc
National Life Group
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Joshua Lochner 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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