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Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in Boise, ID

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

The short answer

4 registered advisors work at Ep Wealth Advisors in Boise, out of 309 at the firm nationwide; it ranks number 25 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in Boise, 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 5Irvine, CA 5Los Angeles, CA 5San Luis Obispo, CA 5Walnut Creek, CA 5Dallas, TX 4Littleton, CO 4Phoenix, AZ 4Scottsdale, AZ 4

Other firms in Boise

All Boise advisors →

Wells Fargo Clearing Services, LLC 57The Caprock Group, LLC 29Morgan Stanley 27Edward Jones 25LPL Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Legacy Wealth Management, LLC 17Venturi Private Wealth 15D.A. Davidson & Co. 13Raymond James & Associates, Inc. 13Cetera Investment Advisers LLC 12UBS Financial Services Inc. 12

Questions

How many financial advisors does Ep Wealth Advisors have in Boise?

4 investment adviser representatives are registered at Ep Wealth Advisors offices in Boise, Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Ep Wealth Advisors one of the largest advisor employers in Boise?

Ep Wealth Advisors ranks number 25 in Boise by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 57.

How do I check a Ep Wealth Advisors advisor in Boise?

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.