Stephen
Smith
Equity Services, Inc
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About this Advisor
Stephen Smith is a financial advisor based in Media, Pennsylvania, working with Equity Services, Inc. Stephen has previously held positions at Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments, Mcadam LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, National Life Group, and Equity Services Inc. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Stephen is part of Equity Services, Inc, which operates out of Media, 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
Stephen Smith Work History
National Life Group
Equity Services Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Purshe Kaplan Sterling Investments
Mcadam LLC
Ing Financial Partners, Inc
Mcadam Financial Group
Disclosures
Please visit the SEC profile of Stephen Smith 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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