Equity Concepts LLC Information
Contact top employees from
Equity Concepts LLC
Summary
Equity Concepts LLC has been in the industry for 35 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 19. To connect with Equity Concepts LLC employee register on SignalHire.
Organization Website | equity-concepts.com |
Industries | |
Headquarters Location | 2550 Gaskins Road, Henrico, Virginia, 23238 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Financial Planning, Risk Management, Asset Management, Tax Planning, Estate Planning |
Founded | 1991 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Equity Concepts LLC shows a diverse range of experience levels:
3% have been with the company for less than 1 year3% for 1–2 years6% for 3–4 years12% for 5–7 years6% for 8–10 years71% have over 11 years of service at Equity Concepts LLCEx-employees positions
In Company
In New Company
Contact top employees from
Equity Concepts LLC
Alex Thompson
Wealth Manager
Alison Brown
Strategic Assistant
Rhonda Dole
Relationship Associate
William Saunders
Chief Relationship Builder
Haider Sharifi
Director of Advanced Planning
Kenneth Elkins
Wealth Manager
Shannon Carter
Wealth Manager
rhonda dole
Relationship Associate
Andrew Walker
Managing Director of Investment Strategy
Dale Wright
Wealth Manager
John Robinson
Co-Founder and Managing Partner
Penn Pendleton
Wealth Manager
Jinette Chiappetta
Wealth Manager
Sarah Mayfield
Financial Planning Associate
Dale Wright
Financial Advisor
Angela Pound
Director of Tax Services
Canon Hickman
Partner I Wealth Manager
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FAQ
Equity Concepts LLC operates in the Finance industries. More details can be found on the official website: equity-concepts.com.
The headquarters of Equity Concepts LLC are located in Henrico, United States.
Equity Concepts LLC currently employs 10-50 people.
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