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VerifiedFinancial Services· Founded 2003

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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HeadquartersMarkham, CanadaEmployees58(51 to 200)Founded year2003Websiteequityassociates.caLinkedIn profileLinkedIn

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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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

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