Phillip Mason Williams
Investment adviser representative at Esi Financial Advisors
21 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
21 years in the industry.
- Equity Services, Inc.Jul 2026 to now
- National Life GroupMar 2026 to now
- Qorvo Inc.Jun 2025 to Jun 2026
- Auburn University Rfid LabNov 2021 to May 2025
- Robert Trent Jones Golf Trail, Grand NationalJun 2020 to Nov 2021
- Chappy's DeliSep 2019 to Aug 2020
- StudentAug 2005 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8311902
- Firm CRD
- 265