Advisor at Equity Services, inc.
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
Equity Services, inc.
Location
Milford, DE
Credentials
Series 63, Series 66
Industry experience
17 years
Eric Heishman is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Equity Services in 2018, he worked at National Life Group, MML Investors Services, and MassMutual. Outside of his advisory role, Heishman serves as president of NAIFA Delaware, is active as a deacon at First Baptist Church of Milford, and has taught junior and senior high school classes at Milford Christian School. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios, and operates as both a federally registered investment adviser and a broker/dealer.
Based on Equity Services, inc.
Based on Equity Services, inc.
Financial planning fixed fees up to $1,200 in advance; fees for financial plans and consulting services negotiable
$1 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.75% annually (0.1875% quarterly) $2,500,001 - $4,999,999: 0.60% annually (0.15% quarterly) $5,000,000 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.35% annually (0.0875% quarterly)
Commission-based compensation available through affiliated broker-dealer activities and product sales
Hourly charges reported but no specific hourly rates disclosed in brochure
Account minimum: $10,000 to $750,000 depending on the advisory program Fee-only: Financial planning/consulting fees negotiable, generally not exceeding $15,000; financial planning fixed fees up to $1,200 in advance; consulting fees up to $1,200 in advance, no advance fees > $1,200 unless agreed
Milford, DE
Delaware
Equity Services, Inc
2018 - Present (8 years)
National Life Group
2017 - Present (9 years)
MML INVESTORS SERVICES
2015 - 2018 (3 years)
Massmutual
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
Series 66
Greenwood, DE
Clarity Financial Advisors LLC
Series 65
Lewes, DE
Turner Financial Group, Inc.
Series 63, Series 66
Lewes, DE
Turner Financial Group, Inc.
Series 63, Series 65
Lewes, DE
Diversify Advisory Services, LLC
Series 63, Series 65
Milton, DE
Private Advisor Group, LLC
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