Equity Services, Inc
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About this Advisor
J Gilbert is a financial advisor who works in Chester, Vermont with a total of 4 years of relevant experience. Gilbert currently works for Equity Services, Inc. The advisor has gained experience at Flagship Harbor Advisors, LLC, National Life, Lpl Financial and Equity Services, Inc. Gilbert holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Vermont. Equity Services, Inc is a registered investment business headquartered in Montpelier, VT. The company has offices in 220 locations and a total of 440 employees. It has $2 billion in assets under management among its 11,317 accounts, making it one of the largest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 11,317 client accounts, 23% are held by high-net-worth individuals who have more than $1 million in investable assets. Equity Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which service is offered. Fees charged by Equity Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Equity Services, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
J Gilbert Work History
J has been registered as a financial advisor for 4 years.*
Equity Services, Inc
Flagship Harbor Advisors, LLC
*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.
Please visit the SEC profile of J Gilbert 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 Esi Financial Advisors
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