Egi Financial, Inc.

Egi Financial, Inc. (CRD# 120607) is a financial advisory firm headquartered in Akron, OH. They manage $221,165,213 in 437 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $506,099
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.

MA, OH

Financial Advisors at Egi Financial, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
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 33 years of experience in the finance industry.

2
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 35 years of experience in the finance industry.

3
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 39 years of experience in the finance industry.

4
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 8 years of experience in the finance industry.

5
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 34 years of experience in the finance industry. Kenneth Reeves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
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 34 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
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 23 years of experience in the finance industry.

9
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 21 years of experience in the finance industry.

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