Marcelino Servidad Villaflor
Investment adviser representative at Esi Financial Advisors
12 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
12 years in the industry.
- Equity Services, Inc.Dec 2025 to now
- National Life GroupDec 2025 to now
- LPL Financial LLCOct 2024 to Dec 2025
- Gradient Advisors, LLCOct 2023 to Oct 2024
- Human Interest Inc.May 2022 to Aug 2023
- Surety Insurance Brokerage LLCJun 2021 to Dec 2025
- Clarke Financial ManagementMar 2020 to Apr 2021
- Independent Ride Sharing DriverOct 2019 to Mar 2020
- Royal Wealth ManagementFeb 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 3020738
- Firm CRD
- 265