Equity Services, Inc
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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
Years of Experience
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Equity Services, Inc Brokerage Details
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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.
Equity Services, Inc
Barry Teague has no disclosures.
Please visit their SEC profile for more details.