Richard Scott Linden
Investment adviser representative at Esi Financial Advisors
3 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
3 years in the industry.
- Equity Services, Inc.Mar 2018 to now
- National LifeMar 2018 to now
- Ameriprise Financial Advisors Inc.Feb 2018 to Mar 2018
- Equity Services IncApr 2017 to Feb 2018
- National LifeApr 2017 to Feb 2018
- Ameriprise Financial Services, Inc.Jun 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4735031
- Firm CRD
- 265