Equity Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Robin Griffin is a chartered financial consultant working in Charlotte, North Carolina, who has been in the financial industry for 36 years. Griffin currently works for Equity Services, Inc. Griffin has gained experience at Equity Services, Inc and National Life Of Vermont. Griffin holds a Series 63 license, qualifying them as a securities agent, and is approved to operate in North Carolina. Equity Services, Inc is a registered investment company operating out of Charlotte, North Carolina. It has offices in 208 locations and a total of 400 people on staff. It handles $1 billion in assets across its 9,508 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 9,508 accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets. Equity Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Equity Services, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Equity Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robin Griffin Work History
Robin has 36 years of experience.
Equity Services, Inc
National Life Of Vermont
Robin Griffin has no disclosures.
Please visit their SEC profile for more details.