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
Daniel Riegner (CRD# 5725385) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 13 years of experience in the finance industry.
Anthony Ringston (CRD# 4082711) is an Investment Advisor Representative working at Esi Financial Advisors in Roseland, NJ and has over 24 years of experience in the finance industry.
Nicola Riverso (CRD# 2351433) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 31 years of experience in the finance industry.
Roy Roberson (CRD# 2428448) is an Investment Advisor Representative working at Esi Financial Advisors in Lynchburg, VA and has over 30 years of experience in the finance industry.
Edgar Roberts (CRD# 1333119) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 39 years of experience in the finance industry.
Stephen Roberts (CRD# 4023068) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 24 years of experience in the finance industry.
Karl Rothhaar (CRD# 6290908) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
David Rouse (CRD# 1610085) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 29 years of experience in the finance industry.
Timothy Ryder (CRD# 3096529) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Tim Sampson (CRD# 2296810) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 31 years of experience in the finance industry.