Anthony
Khoury

Equity Services, Inc

CRD#2916900
Investment Advisor
in West Harrison, NY

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About this Advisor

Anthony Khoury is a financial advisor who works out of West Harrison, New York with 1 year of industry experience. Khoury works at Equity Services, Inc. The advisor has gained experience at Mml Investors Services, Mass Mutual, Prudential Insurance Company Of America, Pruco Securities, LLC, Equity Services Inc and National Life Group. Khoury has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and Ohio. Equity Services, Inc is an advisory company operating out of Montpelier, VT. The company has offices in 220 locations and a total of 440 financial advisors. It handles $2 billion in assets under management across its 11,317 accounts, placing it among the largest firms in the country by assets under management. The firm advises five charitable organizations. Of its 11,317 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. Equity Services, Inc has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on which services are offered. Fee types charged by Equity Services, Inc most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

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

Office Location

333 Westchester Avenue South Building Suite 3302
West Harrison, NY 10604

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

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

440

NY Average: 30
Total Number of Accounts

11,317

NY Average: 868
Average Account Size

$164,964

NY Average: $4,905,203

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

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equity Services Inc

2022 - Present (2 years)

National Life Group

2014 - 2022 (8 years)

Prudential Insurance Company Of America

2014 - 2022 (8 years)

Pruco Securities, LLC

2012 - 2014 (2 years)

Mml Investors Services

2012 - 2014 (2 years)

Mass Mutual

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Esi Financial Advisors

Joshua Lochner
West Harrison, NY
Clayton Nash
Roanoke, VA
Eric Gottesman
Lido Beach, NY
Matthew Keiss
Atlanta, GA
Jennifer Grant
Peshtigo, WI
Deborah Dorman
Atlanta, GA
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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