Daniel
Flamma
Equity Services, Inc
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About this Advisor
Daniel Flamma is a financial advisor operating in Media, Pennsylvania with a total of 4 years of industry experience. Flamma is an advisor for Equity Services, Inc. During their career, the advisor has held roles at Flamma Financial, LLC, Pts Brokerage, LLC, Questar Capital Corporation, Roster Financial, Pnc Investments LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, National Life Group and Equity Services Inc. Flamma maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to serve investors in Pennsylvania. Equity Services, Inc is a business that has its headquarters in Montpelier, VT. The firm has offices in 220 locations and a total of 440 people on staff. It has $2 billion in assets under management between its 11,317 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 11,317 client accounts, 23% are held by high-net-worth clients who have at least $1 million in investable assets. The business 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 vary depending on which services the firm provides the client. However, fees billed by Equity Services, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Flamma Work History
Daniel has been registered as a financial advisor for 4 years.*
National Life Group
Equity Services Inc
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Pnc Investments LLC
Questar Capital Corporation
Roster Financial
Pts Brokerage, LLC
Flamma Financial, LLC
*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 Daniel Flamma 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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