Robert Glenn Howard
Investment adviser representative at Esi Financial Advisors
10 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
10 years in the industry.
- Equity Services, Inc.Sep 2024 to now
- National Life GroupSep 2024 to now
- Knights of Columbus Asset AdvisorsApr 2021 to Sep 2024
- Knights of Columbus InsuranceApr 2020 to Sep 2024
- UnemployedMar 2020 to Mar 2020
- EsiOct 2019 to Mar 2020
- Comcast BusinessMar 2018 to Oct 2019
- QlarionAug 2017 to Mar 2018
- HbpJul 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7327219
- Firm CRD
- 265