Kevin Beebe, financial advisor Torrance CA
89 score

Kevin Beebe

CRD Number: 6266781
Current Firm: Ep Wealth Advisors

Kevin Beebe (CRD# 6266781) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ep Wealth Advisors Turrance, CA Apr 2010 - Current 6
Go Wireless Cypress, CA Sep 2009 - Mar 2010 < 1
Unemployed Irvine, CA Apr 2009 - Sep 2009 < 1
Ameripark Long Beach, CA Feb 2007 - Jul 2009 2
American Advisors Group Irvine, CA Nov 2008 - Apr 2009 < 1
California State University Long Beach, CA Sep 2003 - May 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Kevin C. Beebe
Phone Number: 310-543-4559
Firm Website: http://www.epwealth.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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