Virginia Watson Griffith
Investment adviser representative at Esi Financial Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
Are you Virginia Watson Griffith? Claim your profile
Contact this firm
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
13 years in the industry.
- Truoak Financial Partners LLCFeb 2026 to now
- Equity Services, Inc.Apr 2022 to now
- Apogee Financial PartnersMar 2022 to Feb 2026
- The Prudential Insurance Company of AmericaDec 2018 to Mar 2022
- Pruco Securities LLCSep 2018 to Mar 2022
- Independent Contractor for Synovus BankJan 2013 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4929681
- Firm CRD
- 265