Investment adviser representative · Ep Wealth Advisors
Tammera L. Prouty
CRD 5407499 · Mount Vernon, WA
At a glance
Tammera L. Prouty is an investment adviser representative with Ep Wealth Advisors in Mount Vernon, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tammera’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Ep Wealth AdvisorsSince November 2021Mount Vernon, WA · $45B in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tammera’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.