Janney Montgomery Scott
44yrs
Top advisor by experience in Media
29yrs
Sean Lore has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Media, Pennsylvania. After three years at Citizens Securities and three years at PNC Wealth Management, Sean joined ESI Financial Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. ESI Financial Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 125 advisors with offices in Media, and one of 106 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 19% by experience nationwide
OfficeRosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEquity Services, Inc.Current firm
- 2018 – 2021Citizens Securities, Inc.Previously
- 2015 – 2018PNC Wealth Management LLCPreviously
- 2006 – 2015World Investments, LLCPreviously
- 2003 – 2006Ifmg Securities, Inc.Previously
- Sep 2002 – Oct 2003Wells Fargo Clearing Services, LLCPreviously
- Apr 2002 – May 2002The Advisors Group, Inc.Previously
Contact Sean
(800) 344-7437Firm headquarters in Montpelier, VT. Ask for Sean. Rosetree Building 2 1400 N Providence Rd, Suite 3007Media, PA 19063Office · Get directions Firm websiteHTTPS://WWW.EQUITY-SERVICES.COM
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Questions to ask Sean
Tailored to Sean’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sean
How do I contact Sean?
Call ESI Financial Advisors at (800) 344-7437 and ask for Sean Lore. Sean works from the Media, PA office.
How long has Sean been a financial advisor?
Sean has been in the industry since 1997, about 29 years. Top 19% by experience nationwide.
What licenses does Sean hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sean paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Sean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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