Ep Wealth Advisors
Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $2,180,000,000 in 5,598 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,180MILLION
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Total Number of Accounts5,598ACCOUNTS
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Average Account Value$389,425
- 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)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA
Kevin Ashworth (CRD# 2531835) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 22 years of experience in the finance industry.
Lynn Ballou (CRD# 1132654) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 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.
Clint Camua (CRD# 2415346) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 23 years of experience in the finance industry. Clint Camua 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.
Bennett Gross (CRD# 1420440) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry.
Frederick Henry (CRD# 2646409) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry. Frederick Henry 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.
Derek Holman (CRD# 2754363) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 20 years of experience in the finance industry. Derek Holman 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.
Laura Knolle (CRD# 4541080) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 14 years of experience in the finance industry. Laura Knolle 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.
John McGrath (CRD# 2999286) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 19 years of experience in the finance industry. John McGrath 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.
Jon Moore (CRD# 2271739) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 22 years of experience in the finance industry. Jon Moore 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.