Lynchburg, VA Goldenrod Place Office

Team
Updated today
Equitable Advisors logo

Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,654

Across 968 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

121 Goldenrod Place

Lynchburg VA 24502

Advisors at this office

6

Advisors at this office

user avatar

Abram L

Series 63, Series 65

Lynchburg, VA

Equitable Advisors

Abram Loper is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Northwestern Mutual. He serves on multiple nonprofit boards in Lynchburg and is president of the Liberty University Alumni Association chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver personalized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Jackson E

Series 66

Lynchburg, VA

Equitable Advisors

Jackson English is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. His prior work includes roles at Risen Financial, Peaks Coaching Group/FUERZA, and several country clubs. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party advisory models and delivers services through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Colin G

Series 66

Lynchburg, VA

Equitable Advisors

Colin Gardner is a financial advisor with Equitable Advisors in Lynchburg, VA. He holds the Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in retail and banking sectors, as well as attending James Madison University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, institutions, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Maxx M

Series 66

Lynchburg, VA

Equitable Advisors

Maxx Mitchell is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience in various roles including positions at Liberty University and Indian Rocks Christian School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Mark H

Series 63, Series 65

Lynchburg, VA

Equitable Advisors

Mark Hurley is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 credentials and six years of industry experience. His background includes a brief tenure at Edward Jones and sixteen years at Lynchburg Nissan/Mazda prior to his current role. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a range of in-house and third-party programs. The firm emphasizes matching clients to appropriate investment models and fiduciary services, utilizing both proprietary and non-proprietary solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Logan D

Series 66

Lynchburg, VA

Equitable Advisors

Logan Dalton is a financial advisor with Equitable Advisors in Lynchburg, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside financial services, such as positions at Chick-fil-A, Liberty University, and Patrick Henry Community College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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