Eric
Mcdowell
Equity Services, Inc
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About this Advisor
Eric Mcdowell is a financial advisor based in Lewisburg, Pennsylvania, working with Equity Services, Inc. Eric has previously held positions at National Life and Equity Services, Inc. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Eric is part of Equity Services, Inc, which operates out of Lewisburg, Pennsylvania. 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
Eric Mcdowell Work History
National Life
Equity Services, Inc
Disclosures
Please visit the SEC profile of Eric Mcdowell 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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