Brandon Lafayette Falkquay
Investment adviser representative at Esi Financial Advisors
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Brandon Lafayette Falkquay? Claim your profile
Contact this firm
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
13 years in the industry.
- Equity Services, Inc.Feb 2026 to now
- National Lfie GroupFeb 2026 to now
- UnemployedJan 2026 to Feb 2026
- Robinhood Markets, Inc.Nov 2025 to Jan 2026
- UnemployedMay 2025 to Oct 2025
- Southern Methodist UniversityMay 2024 to May 2025
- Fidelity InvestmentsJun 2021 to Apr 2024
- Fidelity InvestmentsJun 2020 to Aug 2020
- Wells FargoJun 2019 to Aug 2019
- Morehouse CollegeAug 2017 to May 2021
- Robert E. Lee HighschoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7395731
- Firm CRD
- 265