Lyndon
Clark

Equity Services, Inc

CRD#1239280
Investment Advisor
in Charlotte, NC
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About this Advisor

Lyndon Clark is a certified financial planner and chartered financial consultant in Charlotte, North Carolina. Currently a registered financial advisor with Equity Services, Inc, Clark has 18 years of work experience in the financial advisory industry. Clark has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Clark is registered to act as an advisor based out of South Carolina. Clark has gained experience at National Life Of Vermont, Equity Services Inc and National Life Insurance Company. Equity Services, Inc is based out of Charlotte, North Carolina, and operates out of 208 additional offices throughout the country. Overall, Equity Services, Inc manages $1 billion in assets across 9,508 accounts and employs more than 400 people. The level of assets currently under the firm's management makes it one of the bigger firms in the United States. The firm manages 656 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Equity Services, Inc can provide 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, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

18 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

Disclosures

No

Office Location

5925 Carnegie Blvd Suite 300
Charlotte, NC 28209

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,291,880,780

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

420

NC Average: 30
Total Number of Accounts

8,758

NC Average: 868
Average Account Size

$147,509

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

Lyndon Clark Work History

Lyndon has 18 years of experience.

2009 - Present (10 years)

National Life Insurance Company

2001 - Present (18 years)

Equity Services Inc

2000 - 2009 (9 years)

National Life Of Vermont

Disclosures

Lyndon Clark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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