Carolyn Burgin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1994 → 08/2017
  Fine Spec Home Inspection
  Fayetteville, GA
• 11/2017 → 11/2019
  Axa Advisors Llc
  Atlanta, GA
• 01/2020 → 03/2021
  Mml Investors Services Llc
  Peachtree Corners, GA
• 11/2019 → 03/2021
  Massmutual Life Insurance Co
  Peachtree Corners, GA
• 03/2021 → 02/2026
  Apogee Financial Partners
  Atlanta, GA
• 04/2021 → Present
  Equity Services, Inc.
  Montpelier, VT
• 02/2026 → Present
  Truoak Financial Partners Llc
  Fayetteville, GA

Previous Registrations

• 2020-03-17 → 2021-04-08
  Mml Investors Services, Llc
  Peachtree Corners, GA

Other Businesses

*TRUOAK FINANCIAL PARTNERS LLC, 195 ASPEN WAY, FAYETTEVILLE, GA, 30215, ONGOIN, INV REL, 02/25/2026. INSURANCE, AGENT, SELLING NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS, DURING TRD/HRS.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-03
• S63 Uniform Securities Agent State Law Examination
  2018-04-20

Other Names

• Carolyn Burgin
• Carolyn Annette Burgin