Since its founding in 1968, Equity Services, Inc. (ESI) has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's products and services are designed to form the critical foundation required to implement sophisticated planning and investing strategies which take advantage of today's opportunities while seeking to manage risk. As a member of National Life Group®, ESI is part of a diversified family of financial services companies providing investment professionals a comprehensive portfolio of financial products and services. ESI is a Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company – a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org), Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont, 05604, 802-229-3900. National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. TC66814(0915)
View Top Employees from Equity Services, Inc.Website | http://www.equity-services.com |
Revenue | $37 million |
Employees | 114 (72 on RocketReach) |
Founded | 1968 |
Address | 1 National Life Drive, Montpelier, Vermont 05602, US |
Phone | (802) 229-3900 |
Technologies |
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Industry | Financial Services, Insurance, Financial Planning, Investment Products |
Keywords | Investment Advisory Services, Investment Professionals, Financial Products, Securities, Registered Charity, Broker, Comprehensive Financial Advice, Risk Management |
Competitors | CUSO Financial Services, Hornor, Townsend & Kent, Independent Financial, Independent Financial Group, LLC, SmartPlan Investing |
SIC | SIC Code 641 Companies, SIC Code 64 Companies, SIC Code 6411 Companies |
NAICS | NAICS Code 524 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 5242 Companies |
Looking for a particular Equity Services, Inc. employee's phone or email?
The Equity Services, Inc. annual revenue was $37 million in 2024.
Ata Azarshahi is the President and Chief Executive Officer of Equity Services, Inc..
72 people are employed at Equity Services, Inc..
Equity Services, Inc. is based in Montpelier, Vermont.
The NAICS codes for Equity Services, Inc. are [524, 52, 523, 5231, 5242].
The SIC codes for Equity Services, Inc. are [641, 64, 6411].