Harvey Lee Maclin
Investment adviser representative at Esi Financial Advisors
7 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
7 years in the industry.
- Equity Services, Inc.Sep 2020 to now
- National Life GroupFeb 2017 to now
- Aegis Capital CorpJan 2020 to Sep 2020
- Investacorp Advisory ServicesJan 2018 to Feb 2020
- Investacorp IncJan 2018 to Jan 2020
- LPL Financial, LLCJan 2016 to Jan 2018
- Wealthspan Financial GroupMay 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6134877
- Firm CRD
- 265