Financial ADVSR advisor directory · SEC adviser records
Ep Wealth Advisors financial advisors in Texas
Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Texas, by city and A to Z.
5 registered advisors work at Ep Wealth Advisors in Texas, out of 309 nationwide; it's the firm's number 11 state by advisors, and the most are in Dallas (4). 1 list the CFP designation and 0 are also registered broker representatives.
Ep Wealth Advisors advisors by city in Texas
Every firm in Texas →Ep Wealth Advisors advisors in Texas, A to Z
Search by name →- James P. HenryDallas
- Keaton J. LeslieDenver · Certified Financial Planner
- Frank O. SloanDallas
- Shannen S. SmithDallas
- Michael T. StillmanDallas
Ep Wealth Advisors advisors in every state →Ep Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ep Wealth Advisors in other states
California 204Michigan 13Colorado 12Utah 12Arizona 10Illinois 9Washington 8Pennsylvania 6Georgia 5Idaho 5Massachusetts 4Maine 4
Questions
How many Ep Wealth Advisors financial advisors are in Texas?
5 investment adviser representatives are registered at Ep Wealth Advisors offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 309 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Ep Wealth Advisors have the most advisors?
Dallas, with 4, then Denver (1). Ep Wealth Advisors has advisors in 2 cities in Texas.
How do I check a Ep Wealth Advisors advisor in Texas?
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.