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Insights

Independent RIA ProEquities operates as an independent RIA-broker/dealer supporting over 750 independent advisors, indicating a substantial network of potential advisor clients and a need for platform, compliance, and practice management solutions.

Parent Company Wholly owned by Protective Life Insurance Company, suggesting opportunities to cross-sell life insurance, asset protection products, and insurer-backed advisory services to a combined client base.

Regional Footprint Headquartered in Birmingham, Alabama with nationwide advisor support, presenting a door for regionalized offerings, practice management resources, and scalable tech or outsourcing services for independent channels.

Growth Stage Revenue range of 50 to 100 million and mid-sized employee base imply potential appetite for technology upgrades, compliance automation, CRM integrations, and vendor partnerships targeting efficiency for broker/dealer networks.

Industry Position Competitive landscape with large multi-thousand advisor networks suggests value in differentiated products such as advanced analytics, practice management, cybersecurity, and advisor recruitment/retention solutions tailored to independents.

Similar companies to ProEquities, Inc.

ProEquities, Inc.'s Email Address Formats

ProEquities, Inc. uses at least 4 email formats:
ProEquities, Inc. Email FormatsExamplePercentage
First.Last@proequities.comJohn.Doe@proequities.com
93%
FirstLast@proequities.comJohnDoe@proequities.com
4%
Last@proequities.comDoe@proequities.com
1%
FLast@proequities.comJDoe@proequities.com
2%

Frequently Asked Questions

What is ProEquities, Inc.'s official website and social media links?

Minus sign iconPlus sign iconProEquities, Inc.'s official website is joinproequities.com and has social profiles on LinkedIn.

How much revenue does ProEquities, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, ProEquities, Inc.'s annual revenue is estimated to be $50M - $100M.

What is ProEquities, Inc.'s NAICS code?

Minus sign iconPlus sign iconProEquities, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does ProEquities, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, ProEquities, Inc. has approximately 90 employees across 2 continents, including North America and Europe. Key team members include Chief Financial Officer: J. P., President And Chief Executive Officer: C. F. and Owner: R. W. Explore ProEquities, Inc.'s employee directory with LeadIQ.

What industry does ProEquities, Inc. belong to?

Minus sign iconPlus sign iconProEquities, Inc. operates in the Financial Services industry.

What is ProEquities, Inc.'s email format?

Minus sign iconPlus sign iconProEquities, Inc.'s email format typically follows the pattern of First.Last@proequities.com. Find more ProEquities, Inc. email formats with LeadIQ.

When was ProEquities, Inc. founded?

Minus sign iconPlus sign iconProEquities, Inc. was founded in 1985.
ProEquities, Inc. logo

ProEquities, Inc.

Financial ServicesAlabama, United States51-200 Employees

ProEquities, Inc. is an independent investment advisory and broker-dealer firm based in Birmingham, Alabama. It is registered with FINRA and SIPC and serves as a platform for independent financial professionals, supporting a nationwide network of advisors.

The company is a wholly owned subsidiary of Protective Life Insurance Company, situating it within a larger life insurance and financial services organization. Its client base consists of independent advisors, with more than 750 advisors nationwide relying on its platform. The business operates in the financial services sector from its Birmingham headquarters, coordinating regulatory-compliant advisory and broker-dealer services.

Section iconCompany Overview

Website
joinproequities.com
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    ProEquities, Inc.'s revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Financial Officer at ProEquities, Inc.
    J. P.
    Chief Financial Officer
    Mobile Phone
  • President And Chief Executive Officer at ProEquities, Inc.
    C. F.
    President And Chief Executive Officer
    Mobile Phone
  • Owner at ProEquities, Inc.
    R. W.
    Owner
    Mobile Phone
  • Chfc Clu at ProEquities, Inc.
    R. H.
    Chfc Clu
    Mobile Phone
  • Financial Advisor And President at ProEquities, Inc.
    W. W.
    Financial Advisor And President
    Mobile Phone

Employee Directory

  • Assistant Vice President at ProEquities, Inc.
    J. B.
    Assistant Vice President
    Mobile Phone
  • Director Retirement Services at ProEquities, Inc.
    B. A.
    Director Retirement Services
    Mobile Phone
  • Regional Sales Director at ProEquities, Inc.
    D. C.
    Regional Sales Director
    Mobile Phone
  • Director Investment Advisory At Undisclosed Location at ProEquities, Inc.
    K. M.
    Director Investment Advisory At Undisclosed Location
    Mobile Phone
  • National Sales Director at ProEquities, Inc.
    T. L.
    National Sales Director
    Mobile Phone

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