Bradley Hunt, financial advisor Torrance CA
93 score

Bradley Hunt

CRD Number: 1139189
Current Firm: Ep Wealth Advisors

Bradley Hunt (CRD# 1139189) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 24 years of experience in the finance industry. Bradley Hunt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ep Wealth Advisors Torrance, CA Jul 2016 - Current < 1
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Jan 2012 - Apr 2016 4
Charles Schwab & Company, Inc. Englewood, CO Jul 2010 - Apr 2016 5
Charles Schwab Bank Fishers (indianapolis), IL Jul 2010 - Dec 2011 1
Girard Securities, Inc. San Diego, CA May 2010 - May 2010 < 1
Micg Investment Management Newport News, VA Oct 2009 - May 2010 < 1
Painewebber Inc. Birmingham, MI Aug 1999 - Sep 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Jul 1995
Contact Info for Bradley A. Hunt
Phone Number: 310-543-4559
Firm Website: http://www.epwealth.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    2,180
    MILLIONS
  • Total Number of Accounts
    5,598
    ACCOUNTS
  • Average Account Value
    $389,425
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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