Neal Marchant, financial advisor Torrance CA

Neal Marchant

CRD Number: 5236817
Current Firm: Ep Wealth Advisors

Neal Marchant (CRD# 5236817) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Torrance CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Torrance CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Torrance CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Professional Designations
Company Name Location Dates Years
Ep Wealth Advisors Torrance, CA May 2022 - Current 1
Vantage Advisors, LLC St. George, UT Feb 2012 - Current 12
Vantage Strategies, LLC St. George, UT Apr 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Neal Marchant
Phone Number: 310-543-4559
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    17,057
    MILLIONS
  • Total Number of Accounts
    32,050
    ACCOUNTS
  • Average Account Value
    $532,200
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Neal Marchant and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.