Equity Associates Inc
Equity Associates Inc. was founded on one simple principle – exceptional financial advisors achieve great results when they control their own destiny. All financial advisors purchase ownership in the firm and become a Partner. The maximum number of Partners in Equity Associates Inc. is limited to 250. This limit means each partner retains a predictable stake in the enterprise, while ensuring the long-term value of each partner’s equity. Partners receive 100% of all commission earned, and the flat monthly fee won’t increase as business grows. All MFDA and Regulatory fees are charged back at cost. This flat fee model rewards large and established Financial Advisors, creating the foundation for a successful dealership.
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Verified contacts
49
available on Kipplo
LinkedIn employees
58
51 to 200 range
Open roles
—
no listings
Distinct roles
36
indexed titles
Tech stack
0
tools in use
Monthly traffic
13
organic / mo
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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- DC
Dan Clarke
Director · General Business & Management
EmailPhone - MB
Margaret Branco
AVP, Platform Services (Nominee) · Information Technology
EmailPhone - NC
Niki Caraballo
Assistant Vice President, Settlement · Operations
EmailPhone - DB
Dejvis Begaj
Senior Compliance Manager · Legal
EmailPhone - TC
Tamer C.
Sr Manager, Compliance · Legal
EmailPhone - CC
Chris Chircoski
Certified Financial Planner · Finance & Accounting
EmailPhone - CL
Craig Lambe
Mutual Fund Representative · Sales & Business Development
EmailPhone - SG
Sally Gelpke
Certified Financial Planner · Finance & Accounting
EmailPhone - AK
Alexander Kubrak
Compliance Manager Branch Manager · Other
EmailPhone
Showing 9 of 49 verified contacts
Top roles at Equity Associates Inc
36 distinct titles indexed · top 10 shown.
- 6certified financial planner
- 4financial advisor
- 3mutual fund representative
- 2bookkeeper
- 2investment advisor
- 2partner
- 1account manager
- 1advisor's assistant
- 1assistant bookkeeper
- 1assistant vice president, settlement
- +26more titles
Sign up to unlock all 49 contacts at Equity Associates Inc
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