Mervin
Fatter
Equity Services, Inc
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About this Advisor
Mervin Fatter is a financial advisor based in Southlake, Texas, working with Equity Services, Inc. Mervin has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Fisher Investments, Prevail Innovative Wealth Strategies, Equity Services, Inc, National Life Group, and Northwestern Mutual Life Insurance Company. Mervin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Mervin is part of Equity Services, Inc, which operates out of Southlake, Texas. 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
Mervin Fatter Work History
Equity Services, Inc
National Life Group
Prevail Innovative Wealth Strategies
Northwestern Mutual Wealth Management Company
Fisher Investments
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Mervin Fatter 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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