Ep Wealth Advisors

Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $2,575,000,000 in 6,202 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,575
    MILLION
  • Total Number of Accounts
    6,202
    ACCOUNTS
  • Average Account Value
    $415,189
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.

AZ, CA, CO, FL, GA, HI, ID, IL, KS, LA, MD, MI, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA

Financial Advisors at Ep Wealth Advisors
Showing 1 - 10 of 42 top financial advisors.
1
Gregory R. Wells
CRD#: 5817102
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
103
Wealthminder
score
Gregory Wells (CRD# 5817102) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry. Gregory Wells 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.
2
Kevin J. Ashworth
CRD#: 2531835
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Kevin Ashworth (CRD# 2531835) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 23 years of experience in the finance industry.

3
Lynn Ballou
CRD#: 1132654
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Lynn Ballou (CRD# 1132654) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 32 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.

4
Elizabeth N. Cady
CRD#: 5231671
8081 Shaffer Parkway, Suite 4, Littleton, CO 80127
96
Wealthminder
score

Elizabeth Cady (CRD# 5231671) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 11 years of experience in the finance industry.

5
Clint F. Camua
CRD#: 2415346
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Clint Camua (CRD# 2415346) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 24 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.

6
Sara R. Gardner
CRD#: 3027340
8081 Shaffer Parkway, Suite 4, Littleton, CO 80127
96
Wealthminder
score

Sara Gardner (CRD# 3027340) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 19 years of experience in the finance industry. Sara Gardner 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
Frederick I. Henry
CRD#: 2646409
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Frederick Henry (CRD# 2646409) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 22 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.

8
Derek H. Holman
CRD#: 2754363
21515 Hawthorne Blvd., Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Derek Holman (CRD# 2754363) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 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.

9
Bradley A. Hunt
CRD#: 1139189
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Bradley Hunt (CRD# 1139189) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 26 years of experience in the finance industry. Bradley Hunt 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
Laura R. Knolle
CRD#: 4541080
21515 Hawthorne Blvd, Suite 1200, Torrance, CA 90503
96
Wealthminder
score

Laura Knolle (CRD# 4541080) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 15 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.