Egi Financial, Inc.

Egi Financial, Inc. (CRD# 120607) is a financial advisory firm headquartered in Akron, OH. They manage $288,459,978 in 429 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
50 South Main Street, Suite 1210, Akron, OH 44308
http://www.egifinancial.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $672,401
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
The map below shows states where this firm has explicit registration only.

MA, OH

Financial Advisors at Egi Financial, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Robert Berry, financial advisor Akron OH
Robert W. Berry
CRD#: 849285
50 S Main St, Suite 1210, Akron, OH 44308

Robert Berry (CRD# 849285) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 34 years of experience in the finance industry.

2
Sara Gibbs, financial advisor Akron OH
Sara Gibbs
CRD#: 1571445
50 South Main Street, Suite 1210, Akron, OH 44308

Sara Gibbs (CRD# 1571445) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 37 years of experience in the finance industry.

3
Edgar Ingraham, financial advisor Akron OH
Edgar G. Ingraham
CRD#: 1092775
50 South Main Street, Suite 1210, Akron, OH 44308

Edgar Ingraham (CRD# 1092775) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 41 years of experience in the finance industry.

4
Tyler Krummel, financial advisor Akron OH
Tyler A. Krummel
CRD#: 6186806
50 South Main Street, Suite 1210, Akron, OH 44308

Tyler Krummel (CRD# 6186806) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 9 years of experience in the finance industry.

5
Kenneth Reeves, financial advisor Akron OH
Kenneth R. Reeves
CRD#: 1771786
50 South Main Street, Suite 1210, Akron, OH 44308

Kenneth Reeves (CRD# 1771786) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 36 years of experience in the finance industry.

6
Diane Spencer, financial advisor Akron OH
Diane L. Spencer
CRD#: 814429
50 S Main St, Suite 1210, Akron, OH 44308

Diane Spencer (CRD# 814429) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 36 years of experience in the finance industry.

7
Brian Vincelette, financial advisor Akron OH
Brian D. Vincelette
CRD#: 5584604
50 South Main Street, Suite 1210, Akron, OH 44308

Brian Vincelette (CRD# 5584604) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 15 years of experience in the finance industry.

8
Brian Weinreich, financial advisor Akron OH
Brian K. Weinreich
CRD#: 3166179
50 South Main Street, Suite 1210, Akron, OH 44308

Brian Weinreich (CRD# 3166179) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 25 years of experience in the finance industry.

9
Michael Prescott, financial advisor Akron OH
Michael D. Prescott
CRD#: 4269647
50 South Main Street, Suite 1210, Akron, OH 44308

Michael Prescott (CRD# 4269647) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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