Penny Lynn Vinson
Investment adviser representative at Esi Financial Advisors
20 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Penny Lynn Vinson? 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
20 years in the industry.
- Equity Services, Inc.May 2021 to now
- InstacartFeb 2019 to Jan 2020
- Sam's ClubJul 2017 to Feb 2019
- Waddell & Reed IncJan 2006 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5081138
- Firm CRD
- 265