Anthony
Khoury
Equity Services, Inc
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About this Advisor
Anthony Khoury is a financial advisor based in Independence, Ohio, working with Equity Services, Inc. Anthony has previously held positions at Mml Investors Services, Mass Mutual, Prudential Insurance Company Of America, Pruco Securities, LLC, Equity Services Inc, and National Life Group. Anthony has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina, Ohio, and Pennsylvania. Currently, Anthony is part of Equity Services, Inc, which operates out of Independence, Ohio. 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
Anthony Khoury Work History
Equity Services Inc
National Life Group
Prudential Insurance Company Of America
Pruco Securities, LLC
Mml Investors Services
Mass Mutual
Disclosures
Please visit the SEC profile of Anthony Khoury 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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