Epic Trust Investment Advisors LLC

Epic Trust Investment Advisors LLC (CRD# 281027) is a financial advisory firm headquartered in Richland, WA. They manage $248,895,688 in 1,768 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    1,768
    ACCOUNTS
  • Average Account Value
    $140,778
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
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, ID, IL, LA, MI, NV, OH, OK, TX, UT, WA, WY

Financial Advisors at Epic Trust Investment Advisors LLC
Showing 1 - 10 of 10 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 9 years of experience in the finance industry.

2
Melanie P. Crane
CRD#: 4797513
1305 Fowler Street, Suite 2c, Richland, WA 99352

Melanie Crane (CRD# 4797513) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 19 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 9 years of experience in the finance industry.

4
Jeffery P. Lewis
CRD#: 5892152
1305 Fowler Street, Suite 2c, Richland, WA 99352

Jeffery Lewis (CRD# 5892152) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 12 years of experience in the finance industry.

5
Marvin L. Liebe
CRD#: 1065456
1305 Fowler Street, Suite 2c, Richland, WA 99352

Marvin Liebe (CRD# 1065456) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 41 years of experience in the finance industry.

6
Marc D. Livernois
CRD#: 2204155
1305 Fowler Street, Suite 2c, Richland, WA 99352

Marc Livernois (CRD# 2204155) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 32 years of experience in the finance industry.

7
Craig B. Nelson
CRD#: 2536023
1305 Fowler Street, Suite 2c, Richland, WA 99352

Craig Nelson (CRD# 2536023) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 29 years of experience in the finance industry.

8
Lori A. Selby
CRD#: 6332040
1305 Fowler Street, Suite 2c, Richland, WA 99352

Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 9 years of experience in the finance industry.

9
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 41 years of experience in the finance industry.

10
Lewis J. Carpenter
CRD#: 5237785
1305 Fowler Street, Suite 2c, Richland, WA 99352

Lewis Carpenter (CRD# 5237785) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 14 years of experience in the finance industry.

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