Randall Charles ross Robinson
Investment adviser representative at Esi Financial Advisors
19 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
19 years in the industry.
- Equity Services, Inc.Jun 2023 to now
- National Life GroupJun 2023 to now
- Prudential Insurance Company of AmericaNov 2020 to May 2023
- Pruco Securities, LLC.Jun 2020 to May 2023
- Wells Fargo Advisors LLCMay 2009 to Jun 2020
- Wachovia Bank, N.A.Jul 2007 to Jun 2020
- Wachovia Securities, LLCJul 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5384159
- Firm CRD
- 265