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Michael J Fletcher

Equity Services, Inc.

Montpelier, VT

CRD 4764058

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Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2010-11-29
  • VT RA
    APPROVED
    Since 2010-11-29

Branch Locations

One National Life Drive, Montpelier, VT 05604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Services, Inc. Montpelier VT 11/2010 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-07
  • S66 Uniform Combined State Law Examination
    2008-08-07
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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