Staci E Fall
Investment adviser representative at Esi Financial Advisors
20 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
20 years in the industry.
- Equity Services, Inc.Aug 2021 to now
- National Life GroupAug 2021 to now
- Santander Bank, NAOct 2018 to Aug 2021
- Santander Securities, LLCFeb 2018 to Aug 2021
- Equity Services IncMay 2017 to Jan 2018
- Staci FallApr 2017 to Feb 2018
- UnemployedNov 2016 to Apr 2017
- Commonwealth Financial NetworkFeb 2006 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 4012937
- Firm CRD
- 265