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Michelle Prairie Lawrence

Investment adviser representative at Esi Financial Advisors
24 yearsExperience
1 stateRegistered in
PFSDesignation
$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.

  1. Equity Services, Inc.Dec 2002 to now
  2. National Life of VermontDec 2002 to now

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2003

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
4614601
Firm CRD
265
Advisor's SEC record (opens in a new tab)
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