Randall
Calloway

Equity Services, Inc

CRD#7910941
Investment Advisor
in Roanoke, VA

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About this Advisor

Randall Calloway is a financial advisor based in Roanoke, Virginia, working with Equity Services, Inc. Randall has previously held positions at Equity Services Inc, National Life Group, Pet Dairy, and Calloway Enterprise. Randall has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Randall is part of Equity Services, Inc, which operates out of Roanoke, Virginia. 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

Series 65, Series 63

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

4401 Starkey Road Po Drawer 21209
Roanoke, VA 24018

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

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

450

VA Average: 30
Total Number of Accounts

11,558

VA Average: 868
Average Account Size

$183,834

VA 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

Randall Calloway Work History

2024 - Present (1 year)

Equity Services Inc

2021 - Present (4 years)

National Life Group

2018 - 2023 (5 years)

Pet Dairy

2013 - 2018 (5 years)

Calloway Enterprise

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Disclosures

Please visit the SEC profile of Randall Calloway 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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