Epg Advisory, LLC

Epg Advisory, LLC (CRD# 119898) is a financial advisory firm headquartered in Lancaster, PA. They manage $7,000,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $102,941
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

PA

Financial Advisors at Epg Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth S. Ray
CRD#: 830299
24(b) E Roseville Road, Lancaster, PA 17601
93
Wealthminder
score

Kenneth Ray (CRD# 830299) is an Investment Advisor Representative working at Epg Advisory, LLC in Lancaster, PA and has over 35 years of experience in the finance industry.

2
Iain M. Ray
CRD#: 6680715
Leola, PA
90
Wealthminder
score

Iain Ray (CRD# 6680715) is an Investment Advisor Representative working at Epg Advisory, LLC in Leola, PA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.