ESI Financial Advisors
46yrs
Top advisor for experience at ESI Financial Advisors
46yrs
Brian Paul Branda
Financial advisor at ESI Financial Advisors
At a glance
Experience46 years (since 1980)
How that compares ?Top 1% for experience at ESI Financial Advisors
OfficeOne National Life Drive, Montpelier, VT 05604
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2015 – nowEquity Services, Inc.Current firm
Questions to ask Brian
Tailored to Brian’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?
About Brian
How do I contact Brian?
Call ESI Financial Advisors at 800-344-7437 and ask for Brian Paul Branda. Brian works from the Montpelier, VT office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1980, about 46 years. Top 1% for experience at ESI Financial Advisors.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian 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 Brian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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