Stephen EppichCRD Number: 1454349
Current Firm: Liberty Partners Capital Management, LLC
Stephen Eppich (CRD# 1454349) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Westlake, OH and has over 30 years of experience in the finance industry. Stephen Eppich 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.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
|Liberty Partners Financial Services, LLC||Bakersfield, CA||Jun 2012 - Current||6|
|Liberty Partners Capital Management, LLC||Cheyenne, WY||Jun 2012 - Current||6|
|Wrp Investments, Inc.||Youngstown, OH||Jan 2004 - Jun 2012||8|
|IDS Amercan Express||independence, OH||Apr 1986 - Jan 2004||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
Total Assets Under Management101MILLIONS
Total Number of Accounts809ACCOUNTS
Average Account Value$124,343
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
Comprehensive Financial Plannig, Specializing in Retirement and Estate Planning, with the use of Active Portfolio Managemnt.