Paul Carpenter
Investment adviser representative at Esi Financial Advisors
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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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
16 years in the industry.
- Equity Services, Inc.Jan 2024 to now
- Client Centered FinancialSep 2021 to now
- UnemployedJun 2021 to Aug 2021
- The Pennsylvania State UniversityAug 2018 to May 2021
- The University of VermontAug 2017 to May 2018
- Apple Inc.May 2010 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7443646
- Firm CRD
- 265