Elliott
Servais
Ep Wealth Advisors
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About this Advisor
Elliott Servais is a certified financial planner who works out of Torrance, California, who has 9 years of industry experience. Servais is currently employed by Ep Wealth Advisors. Servais has gained experience at Willis Insurance Services Of California, Inc, Bancwest Investment Services, Bank Of The West and Ep Wealth Advisors, Inc. Servais has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California, Hawaii and Texas. Ep Wealth Advisors is a registered investment business that has its headquarters in Torrance, CA. The company has offices in 33 locations and a total of 375 financial advisors. It has $17 billion in assets among its 32,050 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 116 charities and foundations. Of its 32,050 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a broad array 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 usually vary depending on the financial services provided. However, fees charged by Ep Wealth Advisors most likely include 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
Elliott Servais Work History
Elliott has been registered as a financial advisor for 9 years.*
Ep Wealth Advisors, Inc
Bancwest Investment Services
Bank Of The West
Willis Insurance Services Of California, Inc
*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 Elliott Servais 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
Phoenix, AZ
Salt Lake City, UT
Torrance, CA
Walnut Creek, CA
Seattle, WA
Torrance, CA
Torrance, CA
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.
