Equity Advisor Solutions

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Equity Advisor Solutions offers a customized client portal, mobile app, billing support and other back-office solutions.

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Joseph F Gerdes

President & CEO

Joseph F Gerdes

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Stephanie Gutierrez

Head, Product Management & Integrations

Jason Ainsworth, CMFC®

Regional Vice President

Kari Marquez

Regional Vice President

Mark Avers

Vice President Business Development - National Sales Manager

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Business Analysis and Operations

4 members

Leadership Team

4 members

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