Homer Houston Garrison
Investment adviser representative at Esi Financial Advisors
10 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
10 years in the industry.
- Equity Services, Inc.Jan 2026 to now
- National Life GroupJan 2026 to now
- Wells Fargo Bank, NAAug 2023 to Nov 2025
- Wells Fargo Clearing Services, LLCAug 2023 to Nov 2025
- Financial GleeMay 2019 to Jul 2023
- Samson PropertiesJun 2017 to Jul 2023
- Keller Williams Realty ProfessionalsSep 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
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
- 7794416
- Firm CRD
- 265