Charles
Girling
Equity Services, Inc
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About this Advisor
Charles Girling is a financial advisor based in Charlotte, North Carolina, working with Equity Services, Inc. Charles has previously held positions at Girling Insurance Group, Prime Source Management, Door Controls, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Bankers Life Securities, Inc, Bankers Life & Casualty, Inc, Bankers Life Advisory Services, Inc, National Life Group, and Equity Services Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Charles is part of Equity Services, Inc, which operates out of Charlotte, North Carolina. 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
Charles Girling Work History
National Life Group
Equity Services Inc
Bankers Life Securities, Inc
Bankers Life & Casualty, Inc
Bankers Life Advisory Services, Inc
Northwestern Mutual Wealth Management Company
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Girling Insurance Group
Prime Source Mangement
Door Controls
Disclosures
Please visit the SEC profile of Charles Girling 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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