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Ep Wealth Advisors financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Irvine, A to Z.
The short answer
5 registered advisors work at Ep Wealth Advisors in Irvine, out of 326 at the firm nationwide; it ranks number 55 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Ep Wealth Advisors advisors in Irvine, A to Z
Every Ep Wealth Advisors advisor →- Armando EstevaneCertified Financial Planner
- Doug J. IrelandInvestment adviser rep
- Nicole R. SimpsonCertified Financial Planner
- Yuhsin WangCertified Financial Planner, Chartered Financial Analyst
- Avetis YetenekyanCertified Financial Planner, Chartered Financial Analyst
Ep Wealth Advisors advisors in every city and state →Ep Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ep Wealth Advisors advisors in other cities
Torrance, CA 181Salt Lake City, UT 10Brighton, MI 9Atlanta, GA 8San Diego, CA 8San Luis Obispo, CA 7Seattle, WA 6Littleton, CO 5Media, PA 5Skokie, IL 5Boise, ID 4Dallas, TX 4Vancouver, WA 4Denver, CO 3Fort Wright, KY 3
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Ep Wealth Advisors have in Irvine?
5 investment adviser representatives are registered at Ep Wealth Advisors offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 326 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Ep Wealth Advisors one of the largest advisor employers in Irvine?
Ep Wealth Advisors ranks number 55 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Ep Wealth Advisors advisor in Irvine?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ep Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.