Equis Group LLC

Equis Group LLC (CRD# 132755) is a financial advisory firm headquartered in , . They manage $84,000,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.equisgroupllc.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $1,866,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MO

Financial Advisors at Equis Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Corbett, financial advisor Tampa FL
Joseph L. Corbett
CRD#: 2169882
Tampa, FL

Joseph Corbett (CRD# 2169882) is an Investment Advisor Representative working at Equis Group LLC in Tampa, FL and has over 32 years of experience in the finance industry.

2
Gregory Drozda, financial advisor Tampa FL
Gregory P. Drozda
CRD#: 6315050
Tampa, FL

Gregory Drozda (CRD# 6315050) is an Investment Advisor Representative working at Equis Group LLC in Tampa, FL and has over 10 years of experience in the finance industry.

3
Joseph Corbett, financial advisor Eureka MO
Joseph Corbett
CRD#: 7865736
Eureka, MO

Joseph Corbett (CRD# 7865736) is an Investment Advisor Representative working at Equis Group LLC in Eureka, MO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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