Equity Research & Portfolio Evaluation, Inc.
Equity Research & Portfolio Evaluation, Inc. (CRD# 132251) is a financial advisory firm headquartered in San Ramon, CA. They manage $30,300,000 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$739,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Gardner (CRD# 1306496) is an Investment Advisor Representative working at Equity Research & Portfolio Evaluation, Inc. in Alamo, CA and has over 32 years of experience in the finance industry. John 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.