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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $739,024
Compensation Options
  • A percentage of assets under your management
  • 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.

CA

Financial Advisors at Equity Research & Portfolio Evaluation, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John J. Gardner
CRD#: 1306496
3000f Danville Blvd 152, Alamo, CA 94507
41
Wealthminder
score

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.

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