Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Summersville, WV 26651
Equity Services, inc.
Enterprise
Carl Johnson II is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and National Life Group. Outside of advisory work, he is a volunteer youth soccer coach in Summersville, WV. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and retirement plans. The firm offers multiple advisory platforms using a mix of third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.
Based on Equity Services, inc.
Based on Equity Services, inc.
Fixed fees for single financial plans, generally not exceeding $15,000, typically up to $1,200 advance payment limit without agreement
$1 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.75% annually (0.1875% quarterly) $2,500,001 - $4,999,999: 0.60% annually (0.15% quarterly) $5,000,000 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.35% annually (0.0875% quarterly), $3,500 per million (round up) annual flat fee
Earns commissions on sales of securities and insurance products as broker-dealer
Financial planning/consulting fees based on hourly charges, negotiable, generally not exceeding $15,000 total per agreement, not to exceed $1,200 advance unless agreed
Account minimum: $10,000 to $750,000 (varies by program) Fee-only: Typically negotiable AUM fees up to stated maximums; no commissions for advisory programs
Summersville, WV
420 Main Street, Suite 4
Summersville WV 26651
Advisors at this office
1
West Virginia
6 years of industry experience
Equity Services Inc
2025 - Present • 1 year
Montpelier, VT
National Life Group
2025 - Present • 1 year
Summersville, WV
MWA Financial Services Inc.
2024 - 2025 • 1 year
Rock Island, IL
Modern Woodmen of America
2024 - 2025 • 1 year
Rock Island, IL
Edward Jones
2020 - 2024 • 4 years
St Louis, MO
Enterprise Rent A Car
2011 - 2020 • 9 years
Princeton, WV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Summersville, WV
Legacy Advisors
Micah Mysiuk is a Series 65-licensed advisor at Legacy Advisors with two years of industry experience. His prior work includes roles at Charm City Capital, LLC and the University of Baltimore's Bob Parson Veteran Center. Legacy Advisors provides long-term portfolio management, retirement planning, and ongoing financial planning to individuals, families, small businesses, and trusts. The firm employs a risk-aware investment approach using ETFs, mutual funds, bonds, individual stocks, and options strategies, with a focus on both discretionary and non-discretionary management.
Series 63, Series 66
Summersville, WV
United Brokerage Services, INC
Corey Browning is a financial advisor with United Brokerage Services, INC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with United Brokerage Services since 2007. Browning serves as a volunteer Board of Trustees member for the West Virginia Bankers Association, assisting with the planning and operation of the WV School of Banking. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of bank affiliation and dual registration as both an RIA and broker-dealer.
Series 66
Mount Lookout, WV
Equitable Advisors
Steven Tisdell is a financial advisor with Equitable Advisors, holding a Series 66 license and 18 years of industry experience. He has worked at Equitable Advisors since 2008, including its predecessor AXA Advisors, LLC. He is the managing partner of Licentia Financial, LLC, an entity he owns but does not actively use for business purposes. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual-registered model that relies heavily on LPL-sponsored programs and various endorsed TAMPs.
Series 66, Series 63
Summersville, WV
Equitable Advisors
Jeffrey Rader is a financial advisor with Equitable Advisors in Summersville, WV, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at West Virginia University and Ferguson Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes various LPL-sponsored programs and endorsed TAMPs.
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