Oliver Gregorio Orzal
Investment adviser representative at Esi Financial Advisors
21 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
21 years in the industry.
- Equity Services, Inc.Jan 2024 to now
- Bnja Insurance and Financial ServicesJul 2022 to Jan 2024
- Ameritas Advisory Services, LLCNov 2021 to Jan 2024
- Ameritas Investment Corp.Jun 2006 to Jan 2024
- Ameritas Life Insurance Corp.Jun 2006 to Jan 2024
- David White & AssociatesSep 2005 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3217093
- Firm CRD
- 265