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Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in Vancouver, WA

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

3 registered advisors work at Ep Wealth Advisors in Vancouver, out of 326 at the firm nationwide; it ranks number 31 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in Vancouver, 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 4Dallas, TX 4Irvine, CA 4Denver, CO 3Fort Wright, KY 3

Other firms in Vancouver

All Vancouver advisors →

Wells Fargo Clearing Services, LLC 50LPL Financial LLC 47Edward Jones 33Ameriprise Financial Services, LLC 30Morgan Stanley 26Strategic Advisers LLC 22Advisor Share Wealth Management, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 17First Pacific Financial, Inc. 16Fisher\smb 16Johnson Bixby 12J.P. Morgan Securities LLC 10

Questions

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

3 investment adviser representatives are registered at Ep Wealth Advisors offices in Vancouver, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 326 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Ep Wealth Advisors ranks number 31 in Vancouver by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 50.

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

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.