Austin Beard (CRD# 7543051) is an Investment Advisor Representative working at Ep Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
Company Name | Location | Dates | Years |
---|---|---|---|
Ep Wealth Advisors, LLC | Logan, UT | Aug 2021 - Current | 2 |
Cook Martin Poulson, Pc | Logan, UT | Jan 2020 - Sep 2021 | 1 |
Spindler Construction | Logan, UT | May 2019 - Dec 2019 | < 1 |
Landmark Companies, Inc. | Logan, UT | Aug 2018 - May 2019 | < 1 |
Proshield Pest Solutions | Omaha, NE | May 2018 - Aug 2018 | < 1 |
Landmark Companies, Inc. | Logan, UT | Sep 2017 - May 2018 | < 1 |
Eco Prop Pest Management | Filer, ID | May 2017 - Aug 2017 | < 1 |
Southridge Milk | Murtaugh, ID | Jan 2017 - May 2017 | < 1 |
Lds Mission | Jacksonville, LA | Nov 2014 - Nov 2016 | 2 |
Gary Allen Farms | Filer, ID | Jun 2008 - Nov 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- UT
-
Total Assets Under Management22,321MILLIONS
-
Total Number of Accounts13,185ACCOUNTS
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Average Account Value$1,692,909
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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