Eric
Swanson
Ep Wealth Advisors
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About this Advisor
Eric Swanson is a financial advisor based in Torrance, California, working with Ep Wealth Advisors. Eric has previously held positions at Rental Properties, Transamerica Financial Advisors, Inc, Lighthouse Financial, Reilly Financial Advisors, Swanson & Associates, Inc, and Ep Wealth Advisors. Eric has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Eric is part of Ep Wealth Advisors, which operates out of Torrance, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
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
Eric Swanson Work History
Ep Wealth Advisors
Swanson Amp; Associates, Inc
Rental Properties
Transamerica Financial Advisors, Inc
Reilly Financial Advisors
Lighthouse Financial
Disclosures
Please visit the SEC profile of Eric Swanson 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
Newburyport, MA
Salt Lake City, UT
Torrance, CA
Torrance, CA
Seattle, WA
San Luis Obispo, CA
Torrance, CA
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