Kena Salil Contractor
Investment adviser representative at Esi Financial Advisors
12 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
12 years in the industry.
- Equity Services, Inc.Jul 2019 to now
- Equity Service, Inc.Jul 2019 to now
- Lakeshore Financial GroupApr 2019 to now
- MML Investors Services, LLCNov 2018 to Apr 2019
- Mass Mutual Life Insurance CoOct 2018 to Apr 2019
- Transamerica Financial Advisors, Inc.Jan 2016 to Oct 2018
- World Financial Group, Inc.Jan 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5474519
- Firm CRD
- 265