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
Duane Lipps (CRD# 4415047) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 9 years of experience in the finance industry.
Duane Lipps (CRD# 310529) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 24 years of experience in the finance industry.
Bert Livingston (CRD# 1415670) is an Investment Advisor Representative working at Esi Financial Advisors in Jacksonville, FL and has over 25 years of experience in the finance industry.
Thomas Longfellow (CRD# 3180801) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Sean Lore (CRD# 2821767) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 26 years of experience in the finance industry.
Patricia Lucas (CRD# 4197438) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 23 years of experience in the finance industry.
Randall Macgovern (CRD# 2059852) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 32 years of experience in the finance industry.
Craig Mackenzie (CRD# 5276378) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 16 years of experience in the finance industry.
Harvey Maclin (CRD# 6134877) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 10 years of experience in the finance industry.
Keith Maeder (CRD# 5968477) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 12 years of experience in the finance industry.