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Barry Amos Teague

Equity Services, Inc.

Charlotte, NC

Charlotte, NC

CRD 443619

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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
NC RA APPROVED 2002-10-08
  • NC RA
    APPROVED
    Since 2002-10-08

Branch Locations

1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States

6836 Carnegie Blvd Suite 415, Charlotte, NC 28211 • 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
National Life Montpelier VT 08/1977 Present
Equity Services, Inc. Charlotte NC 10/1977 Present
  • 08/1977 → Present
    National Life
    Montpelier, VT
  • 10/1977 → Present
    Charlotte, NC
Other Businesses

*THE TEAGUE GROUP,6836 CARNEGIE BLVD, SUITE 415, CHARLOTTE, NC, 28211, INV REL. LOCATED IN CHARLOTTE, NC, INSURANCE SALES. OWNER, AUGUST 1, 1977 TO PRESENT, DURING TRADING HRS,120 PER MONTH, AGENT FOR SEVERAL INSURANCE CO TO SELL LIFE, DISABILITY AND HEALTH PRODUCTS*BARRY A TEAGUE, 6836 CARNEGIE BLVD, SUITE 415, CHARLOTTE, NC, 28211, ONGOING, NOT INV REL, NOT DURING TRD/HRS, DURABLE GENERAL POWER OF ATTORNEY-POA, SISTER, SHARRY TRIPP,2%*CORD OF 3 STRANDS 501(C)(3),VARIOUS OFFICES,ONE YEAR,NON INV REL,BOARD MEMBER,PROVIDE COUNSELING AND EMOTIONAL SUPPORT FOR PEOPLE WITH TERMINAL CANCER,DURING TRD/HRS,1%*THE THURSDAY CLUB,6836 CARNEGIE BLVD SUITE 415 CHARLOTTE NC 28211,01/01/2026,ONE YEAR, SOCIAL - DINENER AND DANCE CLUB, PRESIDENT,QUARTERLY,NOT INV REL,NOT DURING TRD/HRS,10 HRS/YR.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-13
  • S63 Uniform Securities Agent State Law Examination
    1996-08-13
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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