Equita Financial Network, Inc.
Equita Financial Network, Inc. (CRD# 277031) is a financial advisory firm headquartered in Fort Washington, PA. They manage $283,061,181 in 990 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management283MILLION
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Total Number of Accounts990ACCOUNTS
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Average Account Value$285,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, MA, MI, MN, MO, OR, PA, TN, TX
Kathleen Burke (CRD# 5134624) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 17 years of experience in the finance industry.
Stefanie Crowe (CRD# 2305425) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 31 years of experience in the finance industry.
Bridget Grimes (CRD# 1574209) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 13 years of experience in the finance industry.
Melinda McCubbin (CRD# 6926049) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 6 years of experience in the finance industry.
Ellen Osthus (CRD# 5841237) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 12 years of experience in the finance industry.
Kimberlee Spencer (CRD# 2394928) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 30 years of experience in the finance industry.
Jennifer Dazols (CRD# 4690383) is an Investment Advisor Representative working at Equita Financial Network, Inc. in San Jose, CA and has over 3 years of experience in the finance industry.
Cathleen McKee (CRD# 7864827) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Cambridge, MA and has 1 year of experience in the finance industry.