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Logan L

Series 63, Series 65

Columbia, SC

Equity Services, inc.

Logan Lupia is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions with National Life Group, Mutual of Omaha, Mass Mutual, and Metlife Securities. Outside of his advisory work, he is involved as a co-owner of Innovision Wealth Management LLC, which focuses on business branding and educational content. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and operates as both a broker-dealer and SEC-registered investment adviser.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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