Emanuel Thomason
Investment adviser representative at Esi Financial Advisors
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Equity Services, Inc.Feb 2026 to now
- National Life GroupSep 2025 to now
- UnemployedAug 2025 to Sep 2025
- Edward JonesMar 2024 to Jul 2025
- Thrivent FinancialFeb 2024 to Mar 2024
- Thrivent Investment Management Inc.Oct 2023 to Mar 2024
- Self EmployedApr 2022 to Dec 2023
- CollabraSep 2021 to Dec 2022
- Bank of AmericaJun 2020 to Sep 2021
- Apex SystemsMar 2020 to Jun 2020
- Insight GlobalApr 2019 to Dec 2019
- Mitchell MartinOct 2018 to Apr 2019
- Stericycle Inc.Dec 2017 to Dec 2019
- LPL Financial LLCDec 2013 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 5290682
- Firm CRD
- 265