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Equity Services, Inc. CRD 265
$2.78B regulatory AUM 410 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
Binghamton, NY • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 06/1980 | Present |
NPA FINANCIAL,LLC INVESTMENT RELATED. LOCATED IN NY. INSURANCE SALES. 01/1999-PRES. DURING TRADING HRS. AGENT TO SELL LIFE INSURANCE AND ANNUITITES.
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