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
Andrew Walkington (CRD# 6111977) is an Investment Advisor Representative working at Esi Financial Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Korbin Wayton (CRD# 7350263) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 2 years of experience in the finance industry.
Lanny Weisman (CRD# 4067513) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 24 years of experience in the finance industry.
Alexander White (CRD# 7865029) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has 1 year of experience in the finance industry.
Dennis Zacharopoulos (CRD# 7198467) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 4 years of experience in the finance industry.