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
Richard Harris (CRD# 1986695) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 22 years of experience in the finance industry.
Todd Hearp (CRD# 2425128) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 30 years of experience in the finance industry.
Danielle Helfrich (CRD# 2165217) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 18 years of experience in the finance industry.
William Hinman (CRD# 2854971) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 23 years of experience in the finance industry.
Alec Hoke (CRD# 1921673) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 30 years of experience in the finance industry.
Eric Hopkins (CRD# 4723776) is an Investment Advisor Representative working at Esi Financial Advisors in Marshfield, MA and has over 12 years of experience in the finance industry.
Steven Horvath (CRD# 4172027) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 23 years of experience in the finance industry.
Andrew Hosse (CRD# 4586558) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 23 years of experience in the finance industry.
Daniel House (CRD# 5921828) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 12 years of experience in the finance industry.
Ronald Housley (CRD# 1506917) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.