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.
CRD# 1221155
Esi Financial Advisors
CRD# 2847135
Emg
CRD# 2932803
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services, Inc. | Montpelier, VT | Feb 2024 - Current | < 1 |
| The Vermont Agency | Colchester, VT | Feb 2024 - Current | < 1 |
| Ruben James | Burlington, VT | Aug 2021 - Current | 2 |
| University Of Vermont | Burlington, VT | Aug 2018 - May 2023 | 4 |
| Earl's Cyclery And Fitness | South Burlington, VT | Jun 2020 - Aug 2021 | 1 |
| Landry's Bicycles | Newton, MA | Jun 2017 - May 2020 | 2 |
| Needham High School | Needham, MA | Aug 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- VT
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.