Lyndsey Xa, financial advisor Torrance CA

Lyndsey Xa

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lyndsey Xa
Phone Number: 310-543-4559
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    14,670
    MILLIONS
  • Total Number of Accounts
    18,365
    ACCOUNTS
  • Average Account Value
    $798,802
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

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