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 63, Series 66
Experience Industry experience
18 years
Location
Milford, DE
Equity Services, inc.
Enterprise
Eric Heishman is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equity Services since 2018. Prior to that, he was with National Life Group and MML Investors Services/MassMutual. Outside of his advisory role, Heishman serves as president of NAIFA Delaware, acts as a deacon at First Baptist Church of Milford, and has teaching and bus driving roles at Milford Christian School. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm uses multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary investment programs.
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
Milford, DE
Milford DE
Advisors at this office
1
Delaware
18 years of industry experience
Equity Services, Inc
2018 - Present • 8 years
Montpelier, VT
National Life Group
2017 - Present • 9 years
Milford, DE
MML INVESTORS SERVICES
2015 - 2018 • 3 years
Georgetown, DE
Massmutual
2015 - 2018 • 3 years
Georgetown, DE
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 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.
Series 65
Lewes, DE
Cagr Finance LLC
Arjun Goel is a financial advisor with Cagr Finance LLC, holding a Series 65 designation and over eight years of industry experience. He previously worked at Evolution Finance Inc. and the Smith School of Business before joining Cagr Finance. Cagr Finance LLC is a newly registered SEC investment adviser that provides automated, discretionary asset management and standalone research tools through an interactive website. The firm serves individual and high-net-worth investors by offering model portfolios and portfolio integration tools, using a long-term, value-oriented investment approach implemented through proprietary quantitative and fundamental models.
Series 66
Greenwood, DE
Clarity Financial Advisors LLC
Douglas Root is a financial advisor at Clarity Financial Advisors LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Pruco Securities LLC. Outside of his advisory role, he has served as IT manager and administrator at Greenwood Mennonite School and has worked as a delivery driver for ChoiceBooks. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and utilizes third-party platforms and sub-advisers as needed.
Series 65
Lewes, DE
Turner Financial Group, Inc.
Shane Scott is a financial advisor at Turner Financial Group, Inc. in Lewes, DE, holding a Series 65 designation with five years of industry experience. His prior work includes roles at SGL Financial, LLC and Oxley Capital Management, LLC, as well as involvement with This and That Supplies LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, sub-advisory referrals, and a range of planning-focused engagements.
Series 63, Series 66
Lewes, DE
Turner Financial Group, Inc.
Ryan Filiaggi is a financial advisor at Turner Financial Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IP Financial Advisory Services LLC and Newbridge Securities Corporation. Filiaggi is also a licensed insurance agent in Delaware. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets for about 500 clients through a team of eight advisors, using model-based allocations and a combination of fundamental, technical, and cyclical analysis.
Series 63, Series 65
Lewes, DE
Diversify Advisory Services, LLC
Michael Redmond is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Wfg Investments Inc. Outside of his advisory work, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, incorporating a wide range of investment instruments and strategies.
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