Equity Services, Inc. Email Format
Financial ServicesVermont, United States51-200 Employees
Equity Services, Inc. is a broker-dealer and registered investment adviser that provides securities and investment advisory services to investment professionals for sophisticated planning and investing. As part of National Life Group, the firm sits within a broader family of financial services and leverages the group’s resources to offer a comprehensive range of products and services. Based in Montpelier, Vermont, Equity Services was founded in 1968 and operates under FINRA and SIPC oversight. The company aims to support professional investors by helping them navigate a complex investing environment while focusing on risk management and opportunity realization. In December 2025, Equity Services announced the retirement of its President and CEO, Ata Azarshahi, after more than 40 years in financial services.