Samir
Abdullah
Equity Services, Inc
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About this Advisor
Samir Abdullah is a financial advisor based in Southlake, Texas, working with Equity Services, Inc. Samir has previously held positions at Sagepoint Financial, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Aig Financial Network, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Transamerica Agency Network, Equity Services Inc, and National Life Group. Samir has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Samir 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
Samir Abdullah Work History
Equity Services Inc
National Life Group
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Transamerica Agency Network
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Sagepoint Financial
Aig Financial Network
Disclosures
Please visit the SEC profile of Samir Abdullah 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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