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
Spotsylvania, VA
Credentials
Series 66
Industry experience
3 years
Financial planning fixed fees negotiable, generally not exceeding $15,000 per agreement; advance fees up to $1,200 for planning; consulting fees negotiable
$0 - $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)
Broker-dealer commissions on securities and insurance products
Account minimum: $10,000 Minimum fee: $75 minimum platform fee for some programs Fee-only: Financial planning fees up to $15,000; financial consulting fees up to $1,200 advance fees
Equity Services Inc
2022 - Present (4 years)
Apogee Financial Partners
2022 - Present (4 years)
Federal Aviation Administration
2015 - Present (11 years)
U.S. Army Reserve
2011 - 2017 (6 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 66
Locust Grove, VA
Edward Jones
CFP®, Series 66
Fredericksburg, VA
Edward Jones
Series 66
Fredericksburg, VA
Edward Jones
ChFC®, Series 66
Locust Grove, VA
Edward Jones
Series 66
Fredericksburg, VA
Merrill
Jacob Normand is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2019 and focuses on providing clients with comprehensive wealth management strategies tailored to their individual needs. Jacob works closely with clients to help them make informed decisions and develop plans that align with their goals. His areas of expertise include college education planning, personal retirement planning, small business strategies, socially responsible and values-based investing, ESG investing, and retirement income. Jacob holds a Bachelor's Degree from the University of Mary Washington and is a Personal Investment Advisor (PIA). He is fluent in English and French. Outside of his professional role, Jacob is involved in the community through his participation with the Spotsylvania County Little League, where he umpires baseball games. He also has personal interests in baseball, music, and writing.
Series 66
Fredericksburg, VA
Edward Jones
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