David Epler, financial advisor Ionia MI
93 score

David Epler

CRD Number: 1414104
Current Firm: Primerica Advisors

David Epler (CRD# 1414104) is an Investment Advisor Representative working at Primerica Advisors in Ionia, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Ionia, MI Oct 1988 - Current 28
Primerica Financial Services Ionia, MI Apr 1985 - Current 31
Church Of Christ Cheboygan, MI Oct 2013 - Oct 2014 1
Church Of Christ Elkview, WV Jan 2008 - May 2008 < 1
Church Of Christ Collinsville, VA Sep 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for David J. Epler
Phone Number: 800-544-5445
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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