Gregory Kemp (CRD# 4573521) is an Investment Advisor Representative working at Ep Wealth Advisors in Saint George, UT and has over 24 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ep Wealth Advisors | Torrance, CA | May 2022 - Current | 1 |
| Vantage Advisors, LLC | St. George, UT | Feb 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- CA
- UT
-
Total Assets Under Management22,321MILLIONS
-
Total Number of Accounts13,185ACCOUNTS
-
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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