William Harold Pettit
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.Jun 2025 to now
- National Life GroupJul 2024 to now
- Depauw UniversityAug 2024 to May 2025
- Lakeshore Financial GroupJul 2024 to Aug 2024
- Depauw UniversityJan 2024 to May 2024
- Founders Mosaic PartnesAug 2023 to Dec 2023
- The Skillman CorporationMay 2023 to Aug 2023
- Depauw UniversityAug 2022 to May 2023
- The Skillman CorporationMay 2022 to Aug 2022
- Depauw UniversityAug 2021 to May 2022
- Lawn RangerMay 2021 to Aug 2021
- Crown Point High SchoolAug 2017 to May 2021
- Taft Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8112746
- Firm CRD
- 265