Keith
Telesca
Equity Investment Corp
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About this Advisor
Keith Telesca is a certified financial planner who works out of Villanova, Pennsylvania with a total of 7 years of industry experience. Telesca works at Equity Investment Corp. Throughout their career, they have worked at Foreside Funds Distributors LLC, Jfb Holdings Corp and Equity Investment Corporation. Telesca maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Equity Investment Corp is a firm based out of Atlanta, GA. It handles $2 billion in assets between its 4,478 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 63 charities and foundations. Of its 4,478 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advice vary depending on which services are offered. However, fees billed by Equity Investment Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Investment Corp Brokerage Details
$2,267,840,363
25
4,478
$506,440
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Keith Telesca Work History
Keith has been registered as a financial advisor for 7 years.*
Equity Investment Corporation
Foreside Funds Distributors LLC
Jfb Holdings Corp
*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 Keith Telesca 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 Equity Investment Corp
Villanova, PA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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.
