Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equitable Advisors
Location
Jefferson, OH 44047
Credentials
Series 63, Series 66
Industry experience
< 1 year
Flat fees are charged for some financial planning services, including seminars and corporate planning, but specific amounts are not detailed
$0 - $10,000: Not explicitly stated in provided text $10,000 - $2,000,000: Varies by TAMP and program, specific tiers not detailed in excerpt $50,000+: Specific to Signature Investment Advisors’ program
Commission received when clients purchase investments or insurance products through the broker-dealer or insurance agent affiliates
Hourly charges reported in SEC Form ADV Part 1 but specific rates not provided in brochure excerpt
Account minimum: Varies by program, generally ranging from $10,000 to $2 million for TAMP programs; $50,000 minimum for Signature Investment Advisors, LLC program; some programs have no stated minimum Fee-only: Fee-based financial planning programs and asset management services with fees based on assets under management or negotiated fees for planning
Equitable Advisors, LLC
2025 - Present (1 year)
Youngstown State University
2024 - 2025 (1 year)
Equitable Advisors, LLC
2023 - 2025 (2 years)
Mount Vernon Nazarene University
2022 - 2023 (1 year)
Chipotle
2022 - 2022 (1 year)
Springer Dairy Farm
2021 - 2022 (1 year)
McDonalds
2019 - 2020 (1 year)
Jefferson Area High School
2018 - 2022 (4 years)
Unemployed
2018 - 2018 (1 year)
Jefferson Area Local School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Ashtabula, OH
Edward Jones
Series 63
Ashtabula, OH
Edward Jones
Series 63, Series 66
Geneva, OH
Edward Jones
Series 65
Ashtabula, OH
Knights Of Columbus Asset Advisors LLC
Series 63, Series 65
Ashtabula, OH
The huntington Investment company
Series 63, Series 65
Jefferson, OH
The huntington Investment company
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