Invested Better
Unclaimed

Unclaimed

Unclaimed

Virginia Watson Griffith

Equity Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Virginia? Claim Your Profile

About Virginia Watson Griffith

Virginia Griffith is a financial advisor with Equity Services, Inc. Virginia is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since November 13, 2018. Virginia has a strong background in financial planning and portfolio management and is committed to helping clients achieve their financial goals. Virginia holds Series 6, 7TO, 63, and 65 securities licenses and is registered to provide investment advisory services in Georgia, Florida, and South Carolina. Virginia's experience includes working with a wide range of clients, including individuals, families, businesses, and retirement plans. Virginia is also a member of the Vestry of the Episcopal Church of the Holy Family.

Firm Information

Virginia Griffith is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Virginia Griffith’s Registration & Firm History

GA

04/08/2022 - Present

Equity Services, Inc. (JASPER GA)

GA

11/14/2018 - 04/14/2022

PRUCO SECURITIES, LLC. (ATLANTA GA)

Not sure if Virginia Watson Griffith is right for you?

Licenses & Designations

IA

Issued 01/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Virginia Watson Griffith. Review regulatory record here.
Not sure if Virginia Watson Griffith is right for you?