Lyndsey XaCRD Number: 6946379
Current Firm: Ep Wealth Advisors
Lyndsey Xa (CRD# 6946379) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Bluepoint Wealth Advisors
|Ep Wealth Advisors||Torrance, CA||Oct 2020 - Current||2|
|The Insight Group||Holladay, UT||Mar 2019 - Sep 2020||1|
|Student||Orem, UT||Sep 2009 - May 2019||9|
|Ameriprise||Orem, UT||May 2018 - Mar 2019||< 1|
|Tmobile||Orem, UT||May 2016 - Aug 2018||2|
|Icing||Orem, UT||Jan 2015 - May 2016||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management14,670MILLIONS
Total Number of Accounts18,365ACCOUNTS
Average Account Value$798,802
- 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
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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