Gregory Dwight Teese
Investment adviser representative at Esi Financial Advisors
26 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Nlg Capital, IncApr 2022 to now
- Equity Services, Inc.Mar 1997 to now
- Sentinel Asset Management, Inc.Mar 2016 to Apr 2021
- National Life Insurance CompanyMar 2016 to Jan 2021
- Sentinel Group Funds, Inc.Mar 2016 to Oct 2017
- Sentinel Variable Products TrustMar 2016 to Oct 2017
- Sentinel Financial Services Co.Mar 1997 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135269
- Firm CRD
- 265