Lynn EppeyCRD Number: 1058146
Current Firm: Royal Alliance Associates, Inc.
Lynn Eppey (CRD# 1058146) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Lake Forest, CA and has over 28 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Royal Alliance Associates, Inc.||Upland, CA||Sep 1991 - Current||26|
|Butler, Bertolina & Eppey, Inc.||Upland, CA||Jun 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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