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
Jennifer Vinovich (CRD# 6642413) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 6 years of experience in the finance industry.
Penny Vinson (CRD# 5081138) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 9 years of experience in the finance industry.
John Vitt (CRD# 735171) is an Investment Advisor Representative working at Esi Financial Advisors in Wilmette, IL and has over 32 years of experience in the finance industry.
Kyle Voiland (CRD# 6972166) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 5 years of experience in the finance industry.
Mark Vosk (CRD# 2953563) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 26 years of experience in the finance industry.
John Walker (CRD# 1267860) is an Investment Advisor Representative working at Esi Financial Advisors in Longwood, FL and has over 28 years of experience in the finance industry.
John Welch (CRD# 1009671) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 38 years of experience in the finance industry.
Jay Weyers (CRD# 2741078) is an Investment Advisor Representative working at Esi Financial Advisors in Lake In The Hills, IL and has over 28 years of experience in the finance industry.
Derrick Wilson (CRD# 5765216) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 12 years of experience in the finance industry.
Barry Wirt (CRD# 1007335) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 40 years of experience in the finance industry.