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Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in Dallas, TX

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

4 registered advisors work at Ep Wealth Advisors in Dallas, out of 326 at the firm nationwide; it ranks number 124 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in Dallas, 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 181Salt Lake City, UT 10Brighton, MI 9Atlanta, GA 8San Diego, CA 8San Luis Obispo, CA 7Seattle, WA 6Littleton, CO 5Media, PA 5Skokie, IL 5Boise, ID 4Irvine, CA 4Vancouver, WA 4Denver, CO 3Fort Wright, KY 3

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

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

4 investment adviser representatives are registered at Ep Wealth Advisors offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 326 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 Dallas?

Ep Wealth Advisors ranks number 124 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

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

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.