Ep Wealth Advisors

Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $14,670,000,000 in 18,365 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,670
    MILLION
  • 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
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.

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

Financial Advisors at Ep Wealth Advisors
Showing 1 - 10 of 109 top financial advisors.
1
Natalia Amato
CRD#: 6145031
21535 Hawthorne Blvd, Suite 400, Torrance, CA 90503

Natalia Amato (CRD# 6145031) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 9 years of experience in the finance industry.

2
Brett D. Anderson
CRD#: 2246562
21535 Hawthorne Blvd, Suite 400, Torrance, CA 90503

Brett Anderson (CRD# 2246562) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 29 years of experience in the finance industry.

3
Levi H. Anderson
CRD#: 6258023
3655 Nobel Drive, Suite 200, San Diego, CA 92122

Levi Anderson (CRD# 6258023) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 7 years of experience in the finance industry.

4
Kevin J. Ashworth
CRD#: 2531835
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503

Kevin Ashworth (CRD# 2531835) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry.

5
Jonathan C. Bacon
CRD#: 6943842
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90503

Jonathan Bacon (CRD# 6943842) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 4 years of experience in the finance industry. Jonathan Bacon 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 put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lynn Ballou
CRD#: 1132654
21535 Hawthorne Blvd, Suite 400, Torrance, CA 90503

Lynn Ballou (CRD# 1132654) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 36 years of experience in the finance industry. Lynn Ballou 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 put clients' interests first and comply with the Financial Planning Practice Standards.

7
Carlos A. Bautista
CRD#: 4286955
8081 Shaffer Parkway, Suite 4, Littleton, CO 80127

Carlos Bautista (CRD# 4286955) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 3 years of experience in the finance industry.

8
Brandon Beckner
CRD#: 6720725
720 Olive Way, Suite 1000, Seattle, WA 98101

Brandon Beckner (CRD# 6720725) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has 1 year of experience in the finance industry. Brandon Beckner 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 put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kevin C. Beebe
CRD#: 6266781
21535 Hawthorne Blvd, Suite 400, Torrance, CA 90503

Kevin Beebe (CRD# 6266781) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 8 years of experience in the finance industry.

10
Joe C. Boden
CRD#: 2182170
1301 5th Ave, Suite 1350, Suite 1000, Seattle, WA 98101

Joe Boden (CRD# 2182170) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has over 30 years of experience in the finance industry. Joe Boden 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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