# EGI FINANCIAL, INC.

> FINRA firm 120607 · ACTIVE · AKRON, OH

## Key facts

- **FINRA firm ID:** 120607
- **Firm name:** EGI FINANCIAL, INC.
- **Other names:** AMERICAN HERITAGE FINANCIAL, TEAM 3GEN, SARA GIBBS WEALTH MANAGEMENT, EGI FINANCIAL, INC.
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-112725
- **Branches:** 5
- **Has disclosure events:** No
- **Headquarters:** AKRON, OH, 44308-1831, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/120607

## Citation

> FINRA BrokerCheck, firm 120607 (EGI FINANCIAL, INC.). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/120607.

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