Robert
Thompson
Equity Services, Inc
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About this Advisor
Robert Thompson is a financial advisor based in Latham, New York, working with Equity Services, Inc. Robert has previously held positions at Pruco Securities, LLC, First Commonwealth Bank, Northwestern Mutual, Westmoreland County Community College, Calu Of Pa, Prudential Insurance Company Of America, Equity Services Inc, and National Life Group. Robert has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Robert 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
Robert Thompson Work History
Equity Services Inc
National Life Group
Pruco Securities, LLC
Prudential Insurance Company Of America
First Commonwealth Bank
Northwestern Mutual
Calu Of Pa
Westmoreland County Community College
Disclosures
Please visit the SEC profile of Robert Thompson 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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