Lyanne Magriz cortes
Investment adviser representative at Esi Financial Advisors
8 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
8 years in the industry.
- Equity Services, Inc.Oct 2023 to now
- UnemployedFeb 2023 to Oct 2023
- Bank of America - Merrill LynchSep 2022 to Feb 2023
- Charles Schwab & Co., Inc.Aug 2021 to Sep 2022
- Texas Instruments Inc.Aug 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7427855
- Firm CRD
- 265