Equity Services, Inc. Terms & Privacy Policy Tracker
Equity Services, Inc.
Equity Services, Inc. (ESI) is an independent broker-dealer and registered investment adviser (RIA) that serves as the investment affiliate of National Life Group. Founded in 1968 and headquartered in Montpelier, Vermont, the firm provides a comprehensive ecosystem for financial professionals, offering a tri-channel business model that includes managed fee-based solutions through its proprietary ESI Illuminations platform, commission-based retail brokerage services, and protection-based solutions such as variable life and annuities. ESI operates as a relationship-based firm, focusing on providing the infrastructure, compliance oversight, and technology integration necessary for advisors to deliver goal-oriented advice to individuals, families, and employers while maintaining flexibility through multiple affiliation options.
Company Information
- Category
- Financial Services
- Industry
- Investment Management & Brokerage
- Headquarters
- One National Life Drive, Montpelier, VT 05604
- Founded
- 1968
- Website
- https://equityservices.com
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