Unclaimed Profile

Robert Earl Cotton

EQUITY SERVICES, INC.·MONTPELIER, Vermont

EQUITY SERVICES, INC.

ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 3085405Firm CRD# 265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Earl Cotton · MONTPELIER, VT

Registration

CRD #3085405 · EQUITY SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Robert Earl Cotton is a registered financial advisor based in MONTPELIER, Vermont, affiliated with EQUITY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EQUITY SERVICES, INC.

ESI FINANCIAL ADVISORS

AUM

$2.1B

Regulatory assets under management

Employees

450

Total firm employees

View all advisors at EQUITY SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 3085405

Firm CRD# 265

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Earl Cotton offer?

Robert Earl Cotton specializes in Financial Planning, Investment Management. Contact their office in MONTPELIER, Vermont for a consultation.

What are Robert Earl Cotton's credentials?

Robert Earl Cotton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Earl Cotton located?

Robert Earl Cotton is based in MONTPELIER, Vermont, working with EQUITY SERVICES, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.

How does Robert Earl Cotton charge for services?

Robert Earl Cotton's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY SERVICES, INC.?

EQUITY SERVICES, INC. has approximately 450 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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