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Eps Wealth Management financial advisors in Arizona
Every SEC-registered investment adviser representative at a Eps Wealth Management office in Arizona, by city and A to Z.
The short answer
3 registered advisors work at Eps Wealth Management in Arizona, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Glendale (2). 2 list the CFP designation and 0 are also registered broker representatives.
Eps Wealth Management advisors by city in Arizona
Every firm in Arizona →Eps Wealth Management advisors in Arizona, A to Z
Search by name →- Christine CarltonClarkdale
- Alex G. MillerGlendale · Certified Financial Planner
- James L. TewaltGlendale · Certified Financial Planner
Eps Wealth Management advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Eps Wealth Management financial advisors are in Arizona?
3 investment adviser representatives are registered at Eps Wealth Management offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Arizona does Eps Wealth Management have the most advisors?
Glendale, with 2, then Clarkdale (1). Eps Wealth Management has advisors in 2 cities in Arizona.
How do I check a Eps Wealth Management advisor in Arizona?
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 Eps Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.