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
Brenton Lane (CRD# 5968184) is an Investment Advisor Representative working at Esi Financial Advisors in Saco, ME and has over 12 years of experience in the finance industry.
Janice Lang (CRD# 6207987) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 10 years of experience in the finance industry.
Kristy Lash (CRD# 6543634) is an Investment Advisor Representative working at Esi Financial Advisors in Brighton, CO and has over 8 years of experience in the finance industry.
Michelle Lawrence (CRD# 4614601) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 21 years of experience in the finance industry.
Matthew Lempa (CRD# 1212631) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 23 years of experience in the finance industry.
Scott Levin (CRD# 2577393) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 29 years of experience in the finance industry.
Stephen Lewis (CRD# 4310448) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Wei Li (CRD# 5152369) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 17 years of experience in the finance industry.
Peter Lichtenberg (CRD# 4786588) is an Investment Advisor Representative working at Esi Financial Advisors in Melville, NY and has over 18 years of experience in the finance industry.
Stephen Lindsley (CRD# 2272481) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has over 31 years of experience in the finance industry.