Lauren Epperly, financial advisor Martinsburg WV

Lauren Epperly

CRD Number: 7466477
Current Firm: Equitable Advisors, LLC

Lauren Epperly (CRD# 7466477) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has 1 year of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Nov 2021 - Current < 1
Truist Financial Corporation (formerly Bb&t) Martinsburg, WV Apr 2013 - Dec 2021 8
Capital One Financial Corporation Frederick, MD Sep 2012 - Apr 2013 < 1
Branch Banking & Trust (bb&t) Martinsburg, WV Aug 2012 - Sep 2012 < 1
Mvb Bank Martinsburg, WV Feb 2009 - Jul 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Lauren A. Epperly
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • MD
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    27,972
    MILLIONS
  • Total Number of Accounts
    70,048
    ACCOUNTS
  • Average Account Value
    $399,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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