Michael
Mcginley
Ep Wealth Advisors
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About this Advisor
Michael Mcginley is a certified financial planner who works out of Chandler, Arizona with a total of 3 years of relevant experience. Mcginley is an employee of Ep Wealth Advisors. Throughout their career, Mcginley has worked at Providus Advisors, LLC, Mcginley Financial Advisory, LLC and Ep Wealth Advisors. Mcginley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Ep Wealth Advisors is a financial advisory company operating out of Torrance, CA. The investment advisory business has offices in 33 locations and a total of 375 employees. It manages $17 billion in assets under management across its 32,050 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 116 charities and foundations. Of its 32,050 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Ep Wealth Advisors has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Ep Wealth Advisors most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Mcginley Work History
Michael has been registered as a financial advisor for 3 years.*
Ep Wealth Advisors
Providus Advisors, LLC
Mcginley Financial Advisory, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mcginley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Torrance, CA
Torrance, CA
Salt Lake City, UT
Seattle, WA
Littleton, CO
Torrance, CA
Phoenix, AZ
Torrance, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
