Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Todd F. Hearp is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
Jim Patterson, III is a Registered Representative of Equity Services, Inc.
Registered Representative, Equity Services, Inc.
(540) 989-0109
James L. Patterson, III is a Registered Representative of Equity Services, Inc. and offers securities in CA (0L79540), MD, NC, VA, WV. James is also insurance-licensed in CA, FL, MD, NC, VA, WV
William R. McCloe, Jr. is a Registered Representative of Equity Services
Eddie F. Hearp is insurance-licensed in FL, KY, MI, NC, SC, TN, TX, VA & WV.
Andrew Gentiluomo, MBA
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
Andrew Gentiluomo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
David Stover, CRPC®
Registered Representative, Equity Services, Inc.
David Stover is a Registered Representative of Equity Services, Inc. David is securities licensed in the states of CA, FL, MI, TX & VA. David is also insurance licensed in the States of FL, MI, NC, TN, TX & VA.
Pat Lucas, CLU, LUTCF®
Registered Representative & Investment Adviser Representative, Equity Services, Inc.
540-989-0109
Pat is securities licensed in DE, FL, GA, MD, NC, OH, SC, TN, VA, WV. Pat is insurance licensed in DE, FL, GA, MD, NC, OH, SC, TN, VA, WV
David M. Jackson
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
David Jackson is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.
Clayton Nash
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
540/989-0109
Clayton A. Nash is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser,...
Agent is insurance licensed in NC and VA.
Cory is insurance licensed to sell in VA & WV
Josh Tessar, MBA
Registered Representative & Investment Adviser Representative, Equity Services, Inc.
Joshua A. Tessar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc
Ryan is Insurance licensed to sell in OH, PA, VA, VT & WV
Dawn is life licensed in the State of VA & WV
John W. Sparger is a Registered Representative of Equity Services, Inc.
Bill is life insurance licensed to sell in the State of VA
Ron G. Yost is insurance-licensed to sell in NC, VA & WV.
Agent is life insurance and annuity licensed in the State of VA.
Derek Carter
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
540-989-0109
Derek Carter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in VA. . Derek is also insurance-licensed in NY, TX & VA. National Financial Services, Inc. is independent...