Timothy Ray Blackham
Investment adviser representative at Esi Financial Advisors
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.8BFirm assets
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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
24 years in the industry.
- Equity Services, Inc.Dec 2024 to now
- National Life GroupNov 2024 to now
- Burbidge Custom TimbersApr 2022 to now
- Trb Consulting LLCApr 2016 to now
- Pcf InsuranceMay 2002 to now
- Hornor, Townsend & Kent, LLCOct 2023 to Nov 2024
- Hornor Townsend & Kent LLCJan 2020 to Mar 2022
- Penn Mutual Life Ins CoNov 2019 to Nov 2024
- Gamma West Ins Services, dba Clear Insurance BenefitsOct 2017 to May 2022
- Principal Securties IncAug 2017 to Feb 2019
- Gamma West Insurance ServicesDec 2014 to Aug 2017
- Penn Mutual Life Ins CoAug 2010 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 4171111
- Firm CRD
- 265