Cassidy Theresa Ammons
Investment adviser representative at Esi Financial Advisors
11 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
11 years in the industry.
- Equity Services, Inc.Mar 2023 to now
- National Life GroupMar 2023 to now
- Trifound Advisory LLCFeb 2021 to Feb 2023
- Trifound Financial LLCNov 2019 to Feb 2021
- UnemployedSep 2019 to Nov 2019
- GatoradeJun 2019 to Sep 2019
- University of Florida Athletic AssociationFeb 2016 to Jun 2019
- University of FloridaAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7337231
- Firm CRD
- 265