Reggie Wilson, financial advisor Los Angeles CA

Reggie Wilson

CRD Number: 2934960
Current Firm: Epic Wealth Advisors, Inc.

Reggie Wilson (CRD# 2934960) is an Investment Advisor Representative working at Epic Wealth Advisors, Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Epic Financial Consulting Inc. Los Angeles, CA May 2018 - Current 5
Outsource Insurance Services Los Angeles, CA May 2005 - Current 18
Epic Financial Insurance Services, Inc. Los Angeles, CA Jul 2002 - Current 21
Epic Wealth Advisors, Inc. Los Angeles, CA Aug 2000 - Current 23
Family Office Fund Management, LLC Beverly Hills, CA Oct 2011 - Dec 2014 3
Pacific Specialty Financial Santa Monica, CA Jun 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Reggie C. Wilson
Phone Number: 323-634-7300
Registered State(s):
  • CA
Current Firm Details
Epic Wealth Advisors, Inc.
Firm's CRD Number: 118767
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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