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Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in San Luis Obispo, CA

Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in San Luis Obispo, A to Z.

The short answer

6 registered advisors work at Ep Wealth Advisors in San Luis Obispo, out of 309 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in San Luis Obispo, A to Z

Every Ep Wealth Advisors advisor →

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 158Brighton, MI 11San Diego, CA 11Salt Lake City, UT 9Skokie, IL 8Denver, CO 7Atlanta, GA 5Boise, ID 5Irvine, CA 5Los Angeles, CA 5Walnut Creek, CA 5Dallas, TX 4Littleton, CO 4Phoenix, AZ 4Scottsdale, AZ 4

Other firms in San Luis Obispo

All San Luis Obispo advisors →

LPL Financial LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Blakeslee & Blakeslee Financial Advisers Inc. 8San Luis Wealth Advisors 7Stifel, Nicolaus & Company, Incorporated 7Morgan Stanley 6Ameriprise Financial Services, LLC 5Cerro Pacific Wealth Advisors, LLC 4Charles Schwab & Co., Inc. 4Edward Jones 4Prossimo Advisors LLC 4Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Ep Wealth Advisors have in San Luis Obispo?

6 investment adviser representatives are registered at Ep Wealth Advisors offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 309 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 San Luis Obispo?

Ep Wealth Advisors ranks number 6 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.

How do I check a Ep Wealth Advisors advisor in San Luis Obispo?

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.