Ep Wealth Advisors

Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $6,930,000,000 in 13,238 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,930
    MILLION
  • Total Number of Accounts
    13,238
    ACCOUNTS
  • Average Account Value
    $523,493
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
  • 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, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI

Financial Advisors at Ep Wealth Advisors
Showing 1 - 10 of 86 top financial advisors.
1
Natalia Amato
CRD#: 6145031
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503

Natalia Amato (CRD# 6145031) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.

2
Brett D. Anderson
CRD#: 2246562
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503

Brett Anderson (CRD# 2246562) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 28 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
Lynn Ballou
CRD#: 1132654
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503

Lynn Ballou (CRD# 1132654) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 35 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.

5
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.

6
Kevin C. Beebe
CRD#: 6266781
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503

Kevin Beebe (CRD# 6266781) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 6 years of experience in the finance industry.

7
Joe C. Boden
CRD#: 2182170
720 Olive Way, 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 29 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.

8
Rick M. Bryan
CRD#: 3273946
720 Olive Way, Suite 1000, Seattle, WA 98101

Rick Bryan (CRD# 3273946) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has over 14 years of experience in the finance industry. Rick Bryan 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
Trevor B. Bush
CRD#: 4839737
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503

Trevor Bush (CRD# 4839737) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 12 years of experience in the finance industry. Trevor Bush 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.

10
Elizabeth N. Cady
CRD#: 5231671
8081 Shaffer Parkway, Suite 4, Littleton, CO 80127

Elizabeth Cady (CRD# 5231671) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 13 years of experience in the finance industry.

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