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Important information

  • Government Actions:
    Government Action: BBB reports on known government actions involving business’ marketplace conduct:
    UTAH DIVISION OF INSURANCE - DEPARTMENT OF LABOR AND REGULATION VS. EQUIS FINANCIAL, LLC

    On December 19, 2022, the business entered into a Consent Order with the South Dakota Division of Insurance.  The Consent Order settles allegations that the business sent mailers to South Dakota consumers that contained misleading and deceptive information in violation of SDCL §§ 58-33-5; 58-33-6; 58-33A-10; and ARSD 20:06:10:03; ARSD 20:06:10:04; ARSD 20:06:10:14(1)(4).


    Under the terms of the Consent Order, the business agreed to:


    Pay a monetary penalty in the amount of $17,000 to the South Dakota Division of Insurance.


    Conduct itself in accordance with the insurance laws and regulations of the State of South Dakota.


    The Consent Order was for settlement purposes only and should not be considered as an admission of guilt or finding of violation of the law.

About This Business

Equis Financial, LLC provides a platform and marketing for independent insurance agents and agency builders.

BBB Accredited Since: 5/30/2025

Years in Business: 10

Business Details

BBB File Opened:
5/9/2019
Business Started:
7/14/2015
Business Incorporated:
7/14/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Barry Clarkson, Principal

Additional Contact Information

Principal Contacts
Mr. Barry Clarkson, Principal
Additional Websites
yelp.com/biz/equis-financ...
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Bureau of Insurance
1300 East Main Street / P.O. Box 1157
Richmond VA 23219
Phone Number: (800) 552-7945
http://www.state.va.us/scc

Industry Tip

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