Robin
Griffin

Equity Services, Inc

CRD#1447925
Investment Advisor
in Charlotte, NC
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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

Series 63, Chartered Financial Consultant

Years of Experience

36 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

$1,269,798,724

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

400

NC Average: 30
Total Number of Accounts

9,508

NC Average: 868
Average Account Size

$133,551

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

Robin Griffin Work History

Robin has 36 years of experience.

1985 - Present (34 years)

Equity Services, Inc

1982 - Present (37 years)

National Life Of Vermont

Disclosures

Robin Griffin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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