Matthew David Parks
Investment adviser representative at Esi Financial Advisors
17 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
17 years in the industry.
- Equity Services, Inc.Aug 2025 to now
- National Life GroupAug 2025 to now
- LPL Enterprise, LLCNov 2024 to Jul 2025
- Pruco Securities, LLCMay 2023 to Nov 2024
- The Prudential Insurance Company of AmericaMay 2023 to Nov 2024
- Nylife Securities, LLCApr 2019 to May 2023
- New York Life Insurance CompanyOct 2018 to May 2023
- Sms-NAAug 2017 to Oct 2018
- Home DepotFeb 2017 to Sep 2017
- Harford County Public Schools FallstonJul 2009 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
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
- 7034924
- Firm CRD
- 265