Shon
Mclain

Equity Services, Inc

CRD#4141062
Investment Advisor
in Colchester, VT

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About this Advisor

Shon Mclain is a financial advisor who works out of Colchester, Vermont who has 2 years of industry experience. Mclain currently works for Equity Services, Inc. Throughout their career, Mclain has worked at Equity Services, Inc and National Life Group. Mclain maintains a Series 63 license, designating them as a securities broker, and is registered to serve investors in New York. Equity Services, Inc is a registered investment company operating out of Montpelier, VT. The company has offices in 220 locations and a total of 440 people on staff. It controls $2 billion in assets between its 11,317 accounts, placing it among the largest firms in the United States by assets under management. The firm serves five charitable organizations. Of its 11,317 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on which services are provided. However, fees charged by Equity Services, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

354 Mountain View Dr. Suite 200
Colchester, VT 05446

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

VT Average: $4,257,716,217
Total Number of Employees

440

VT Average: 30
Total Number of Accounts

11,317

VT Average: 868
Average Account Size

$164,964

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Shon Mclain Work History

Shon has been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

Equity Services, Inc

2013 - Present (11 years)

National Life Group

*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 Shon Mclain 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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