Niki Caraballo Email

AVP, Settlement . Equity Associates

Current Roles

Employees:
66
Revenue:
$12.5M
About
Equity Associates Inc. was founded on one simple principle – exceptional financial advisors achieve great results when they control their own destiny.\r\n\r\nAll financial advisors purchase ownership in the firm and become a Partner. The maximum number of Partners in Equity Associates Inc. is limited to 250. This limit means each partner retains a predictable stake in the enterprise, while ensuring the long-term value of each partner’s equity.\r\n\r\nPartners receive 100% of all commission earned, and the flat monthly fee won’t increase as business grows. All MFDA and Regulatory fees are charged back at cost.\r\n\r\nThis flat fee model rewards large and established Financial Advisors, creating the foundation for a successful dealership.
Equity Associates Address
10761 Woodbine Ave Suite 204
Markham, ON
CAN
Equity Associates Email

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