Todd
Hearp
Equity Services, Inc
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About this Advisor
Todd Hearp is a financial advisor based in Roanoke, Virginia who has 24 years of industry experience. Hearp works at Equity Services, Inc. The advisor has gained experience at Equity Services, Inc and National Life. Hearp holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Equity Services, Inc is a registered investment firm that has its headquarters in Montpelier, VT. It has offices in 220 locations and a total of 440 advisors. It manages $2 billion in assets between its 11,317 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 11,317 accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. Equity Services, Inc performs 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. Financial management fees largely depend on which services the firm provides the client. Fees billed by Equity Services, Inc may include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Todd Hearp Work History
Todd has been registered as a financial advisor for 24 years.*
Equity Services, Inc
National Life
*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 Todd Hearp 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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