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Ep Wealth Advisors financial advisors in Littleton, CO
Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Littleton, A to Z.
The short answer
5 registered advisors work at Ep Wealth Advisors in Littleton, out of 309 at the firm nationwide; it ranks number 16 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Ep Wealth Advisors advisors in Littleton, A to Z
Every Ep Wealth Advisors advisor →- Carlos A. BautistaCertified Financial Planner, Chartered Financial Consultant
- Elizabeth N. CadyCertified Financial Planner, Chartered Financial Analyst
- Sara R. GardnerCertified Financial Planner
- Linda GinderCertified Financial Planner
- Jon D. MooreCertified Financial Planner
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 5San Luis Obispo, CA 5Walnut Creek, CA 5Dallas, TX 4Phoenix, AZ 4Scottsdale, AZ 4
Other firms in Littleton
All Littleton advisors →Strategic Advisers LLC 27LPL Financial LLC 26Edward Jones 21Tucker Asset Management LLC 21Osaic Wealth, Inc. 11Cambridge Investment Research Advisors, Inc. 9Raymond James Financial Services Advisors, Inc. 9Hornor, Townsend & Kent, LLC 8State Farm Investment Management Corp. 8Cetera Investment Advisers LLC 6Empower Advisory Group, LLC 6J.P. Morgan Securities LLC 6
Questions
How many financial advisors does Ep Wealth Advisors have in Littleton?
5 investment adviser representatives are registered at Ep Wealth Advisors offices in Littleton, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Ep Wealth Advisors one of the largest advisor employers in Littleton?
Ep Wealth Advisors ranks number 16 in Littleton by registered advisors; Strategic Advisers LLC has the most, with 27.
How do I check a Ep Wealth Advisors advisor in Littleton?
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.