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).
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Total Assets Under Management14,670MILLION
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Total Number of Accounts18,365ACCOUNTS
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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
- Other
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.