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
Ronald Purdy (CRD# 1899916) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 35 years of experience in the finance industry.
Travis Ramsdell (CRD# 2910460) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 24 years of experience in the finance industry.
Daniel Randall (CRD# 2891390) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 20 years of experience in the finance industry.
Randall Raner (CRD# 2407751) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 27 years of experience in the finance industry.
Brittiny Razzano (CRD# 5547450) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 9 years of experience in the finance industry.
Christopher Recht (CRD# 5337496) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 8 years of experience in the finance industry.
Neal Regino (CRD# 5505690) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 16 years of experience in the finance industry.
Neil Resnik (CRD# 716435) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry.
Donald Reutemann (CRD# 4343381) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 23 years of experience in the finance industry.
John Rickelton (CRD# 1403628) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 38 years of experience in the finance industry.