Alex Marcus David
Investment adviser representative at Esi Financial Advisors
17 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
17 years in the industry.
- Equity Services, Inc.Dec 2025 to now
- Raymond James Financial ServicesFeb 2024 to Dec 2025
- Raymond James Financial Services Advisors, Inc.Feb 2024 to Dec 2025
- Stifel Independent Advisors, LLCMar 2021 to Feb 2024
- Wells Fargo Advisors Financial Network LLCMay 2009 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 2421489
- Firm CRD
- 265