Joseph
Palumbo
Ep Wealth Advisors
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About this Advisor
Joseph Palumbo is a financial advisor based in San Diego, California, working with Ep Wealth Advisors. Joseph has previously held positions at Wells Fargo Advisors, LLC, RBC Capital Markets, LLC, City National Bank, and Ep Wealth Advisors, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joseph is part of Ep Wealth Advisors, which operates out of San Diego, 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
Joseph Palumbo Work History
Ep Wealth Advisors, LLC
City National Bank
Rbc Capital Markets, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Joseph Palumbo 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
Walnut Creek, CA
Vancouver, WA
Torrance, CA
Seattle, WA
Torrance, CA
Torrance, CA
San Luis Obispo, CA
Torrance, CA
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