Esi Financial Advisors
Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $2,124,751,345 in 11,558 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management2,125MILLION
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Rich Kelly (CRD# 1443309) is an Investment Advisor Representative working at Esi Financial Advisors in Portland, OR and has over 38 years of experience in the finance industry.
Anthony Khoury (CRD# 2916900) is an Investment Advisor Representative working at Esi Financial Advisors in Independence, OH and has over 26 years of experience in the finance industry.
Carolyn King (CRD# 714812) is an Investment Advisor Representative working at Esi Financial Advisors in Sussex, NJ and has over 34 years of experience in the finance industry.
James Kirby (CRD# 1244731) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 39 years of experience in the finance industry.
Jeffrey Klecan (CRD# 1027804) is an Investment Advisor Representative working at Esi Financial Advisors in Brecksville, OH and has 1 year of experience in the finance industry.
Joseph Klein (CRD# 1499392) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
Michael Kline (CRD# 1832996) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 31 years of experience in the finance industry.
Elizabeth Kuroski (CRD# 6682056) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 7 years of experience in the finance industry.
Paul Lagrange (CRD# 4067103) is an Investment Advisor Representative working at Esi Financial Advisors in Concord, NC and has over 16 years of experience in the finance industry.
Leland Landes (CRD# 1356197) is an Investment Advisor Representative working at Esi Financial Advisors in Mission, TX and has over 38 years of experience in the finance industry.