Chase Christopher Petter
Investment adviser representative at Esi Financial Advisors
12 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
12 years in the industry.
- Equity Services, Inc.Feb 2025 to now
- National Life GroupJan 2025 to now
- Cetera Advisor NetworksNov 2024 to Jan 2025
- Cetera Investment Advisers LLCNov 2024 to Jan 2025
- UnemployedMay 2024 to Nov 2024
- National Life GroupJun 2023 to May 2024
- Full-time College Education At Texas A&m UniversityAug 2019 to May 2023
- Full-time High School Student At Argyle High SchoolSep 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7982365
- Firm CRD
- 265