Epic Trust Investment Advisors LLC

Epic Trust Investment Advisors LLC (CRD# 281027) is a financial advisory firm headquartered in Kennewick, WA. They manage $78,005,790 in 855 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $91,235
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
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, NV, OR, TX, UT, WA

Financial Advisors at Epic Trust Investment Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Matthew J. Baker
CRD#: 6334092
8880 Rio San Diego Drive, Suite 800, San Diego, CA 92108

Matthew Baker (CRD# 6334092) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in San Diego, CA and has over 5 years of experience in the finance industry.

2
Melanie P. Crane
CRD#: 4797513
8656 W Gage Blvd, Suite 104, Kennewick, WA 99336

Melanie Crane (CRD# 4797513) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Kennewick, WA and has over 15 years of experience in the finance industry.

3
Patrick J. Galloway
CRD#: 6454982
Richland, WA

Patrick Galloway (CRD# 6454982) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 5 years of experience in the finance industry.

4
Jeffery P. Lewis
CRD#: 5892152
8656 W Gage Blvd, Suite 104, Kennewick, WA 99336

Jeffery Lewis (CRD# 5892152) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Kennewick, WA and has over 9 years of experience in the finance industry. Jeffery Lewis 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
Lori A. Selby
CRD#: 6332040
8656 W Gage Blvd, Suite 104, Kennewick, WA 99336

Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Kennewick, WA and has over 5 years of experience in the finance industry. Lori Selby 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
Lynn R. Siewert
CRD#: 1057367
Vancouver, WA

Lynn Siewert (CRD# 1057367) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Vancouver, WA and has over 37 years of experience in the finance industry.

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