Gregory Wells, financial advisor Torrance CA

Gregory Wells

CRD Number: 5817102
Current Firm: Ep Wealth Advisors
Compensation Model: Fee Only
Gregory Wells (CRD# 5817102) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry. Gregory Wells 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
Similar Advisors
 , financial advisor Torrance CA

CRD# 2962660
H. Beck, Inc.
Similar Advisors
Brandon Averill, financial advisor Torrance CA
Brandon L. Averill
CRD# 5781614
Bridge Advisory LLC
Similar Advisors
Michael Aaron, financial advisor Torrance CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Professional Designations
Company Name Location Dates Years
Ep Wealth Advisors Torrance, CA May 2010 - Current 10
Securities Service Network Torrance, CA Aug 2010 - Jul 2011 < 1
Paychex, Inc. San Bruno, CA Jan 2009 - Apr 2010 1
Full-time Professional Golfer/independent Contractor Glendora, CA Jun 2006 - Oct 2008 2
Parke Industries Glendora, CA Jun 2006 - Mar 2007 < 1
University Of California, Santa Barbara Santa Barbara, CA Sep 2001 - Jun 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
S63 Uniform Securities State Law Examination Oct 2010
Contact Info for Gregory R. Wells
Phone Number: 310-543-4559
Advisor Website: http://www.epwealth.com/
Firm Website: http://www.epwealth.com
Registered State(s):
  • CA
  • IL
  • OK
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    6,930
    MILLIONS
  • Total Number of Accounts
    13,238
    ACCOUNTS
  • Average Account Value
    $523,493
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Gregory Wells and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.