Nicholas
Taylor
Equity Services, Inc
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About this Advisor
Nicholas Taylor is a certified financial planner operating out of Glens Falls, New York, with a total of 2 years of industry experience. Taylor works at Equity Services, Inc. The advisor has gained experience at National Life, Taylor And Leonard and Equity Services, Inc. Taylor holds a Series 63 license, designating them as a securities broker, and is approved to operate in New York. Equity Services, Inc is a company based out of Montpelier, VT. The company has offices in 220 locations and a total of 440 people on staff. It oversees $2 billion in assets across its 11,317 client accounts, making it one of the largest firms in the country by assets under management. The firm advises five charitable organizations. Of its 11,317 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. Equity Services, Inc offers a diverse set 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 largely depend on which services are offered. Fees charged by Equity Services, Inc most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nicholas Taylor Work History
Nicholas has been registered as a financial advisor for 2 years.*
Equity Services, Inc
National Life
Taylor And Leonard
*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 Nicholas Taylor 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
