William Alexander Solan
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.Sep 2025 to now
- National Life GroupSep 2025 to now
- Modern Woodmen of AmericaAug 2024 to Sep 2025
- Mwa Financial Services Inc.Aug 2024 to Sep 2025
- Ameriprise Financial Services, LLCJan 2022 to Jul 2024
- Dupont Community Credit UnionJan 2019 to Jan 2022
- University Presbyterian ChurchAug 2018 to Dec 2018
- Cfe Federal Credit UnionMar 2018 to Aug 2018
- Dupont Community Credit UnionJan 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7496809
- Firm CRD
- 265