Bert Henry Livingston

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

• 08/1985 → Present
  Travelers Ins.CO.
  Hartford, CT
• 06/1987 → Present
  Equity Services, Inc.
  Jacksonville, FL

Other Businesses

*BERT LIVINGSTON, 10151 DEERWOOD PARK BOULEVARD, BUILDING 300, SUITE 235, JACKSONVILLE, FL, 32256, INSURANCE SALES, INV. REL,SALES ASSOCIATE, 11/17/06, 160 HRS/MO, DUR. TRDNG. HRS, I AM AN AGENT FOR SEVERAL INS. COS TO SELL LIFE, HEALTH, DI, & LTC. *RENTAL CONDO. 850 A1A BEACH BLVD, #59, ST AUGUSTINE, FL. INV REL. REAL ESTATE. OWNER W/SPOUSE. 1984-PRES. 2 HR/MO OCCAS DUR TRDNG. PAY BILLS, BUY FURNITURE & DISCUSS PRICING STRATEGY W/WIFE. *STEVEN & SUSAN LIVINGSTON ILIT DTD 2001. 10151 DEERWOOD PARK BOULEVARD, BUILDING 300, SUITE 235, JACKSONVILLE, FL, 32256. NOT INV. FEB 2001. TRUSTEE FOR BROTHER'S ILIT. TRUSTEE. MONITOR AND ADVISE. NOT DURING TRADE HRS. *THE HARRY & SYLVIA LIVINGSTON DONOR ADVISE FUND. NO ADDRESS. JAN 2019. DONOR ADVISED FUND. I REQUEST DONATIONS TO OTHER CHARITIES. MAKE REQUESTS AS DESIRED. NOT DURING TRADE HRS. **GRAVITY FINANCIAL LLC. 10151 DEERWOOD PARK BOULEVARD, BUILDING 300, SUITE 235, JACKSONVILLE, FL, 32256, INV REL. JAN 2023. FIXED INS PRODUCTS. AGENT. SALE/SERVICE OF FIXED PRODUCTS. DURING TRADE HRS.*BERT LIVINGSTON,1431 RIVERPLACE BOULEVARD,UNIT 2404,JACKSONVILLE FL 32207,NOT INV REL,ONGOING, POA,TRUSTEE,SANDY ISRAEL,COUSIN,ONGOING,NOT DURING TRD HRS,O%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-24