Equity Services, Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Barry Teague is an advisor based in Charlotte, North Carolina. Currently an investment advisor with Equity Services, Inc, they have accrued a notable 41 years of experience in the financial advisory industry. Teague has a Series 63 license, qualifying the advisor as a securities representative. Teague is able to serve investors in North Carolina. During their career, Teague has held roles at Equity Services, Inc and National Life. Equity Services, Inc is based out of Charlotte, North Carolina, and operates out of 208 other offices in the nation. In aggregate, Equity Services, Inc manages $1 billion in assets across 9,508 client accounts and retains more than 400 people. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. The firm manages 656 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 19% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Equity Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

41 years

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

5925 Carnegie Blvd Suite 300
Charlotte, NC 28209

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Equity Services, Inc Brokerage Details

Total Assets Under Management


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


NC Average: 30
Total Number of Accounts


NC Average: 868
Average Account Size


NC Average: $4,905,203

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Barry Teague Work History

Barry has 41 years of experience.

1977 - Present (42 years)

Equity Services, Inc

1977 - Present (42 years)

National Life


Barry Teague has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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