Egi Financial, Inc.

Egi Financial, Inc. (CRD# 120607) is a financial advisory firm headquartered in Akron, OH. They manage $86,621,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $541,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Egi Financial, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Edgar G. Ingraham
CRD#: 1092775
655 W Market Street, Akron, OH 44303
93
Wealthminder
score

Edgar Ingraham (CRD# 1092775) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 33 years of experience in the finance industry.

2
Michael D. Prescott
CRD#: 4269647
655 W Market Street, Akron, OH 44303
93
Wealthminder
score

Michael Prescott (CRD# 4269647) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 16 years of experience in the finance industry.

3
Brian D. Vincelette
CRD#: 5584604
655 W Market Street, Akron, OH 44303
93
Wealthminder
score

Brian Vincelette (CRD# 5584604) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 8 years of experience in the finance industry.

4
Brian K. Weinreich
CRD#: 3166179
655 W Market Street, Akron, OH 44303
93
Wealthminder
score

Brian Weinreich (CRD# 3166179) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 17 years of experience in the finance industry.

5
Tyler A. Krummel
CRD#: 6186806
655 W Market Street, Akron, OH 44303
88
Wealthminder
score

Tyler Krummel (CRD# 6186806) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 2 years of experience in the finance industry.

6
James A. Wynne
CRD#: 4128317
655 W Market Street, Akron, OH 44303
83
Wealthminder
score

James Wynne (CRD# 4128317) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 16 years of experience in the finance industry.

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