Kathryn
Costas
Ep Wealth Advisors
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About this Advisor
Kathryn Costas is a financial advisor who works in Los Angeles, California with 3 years of industry experience. Costas is an advisor for Ep Wealth Advisors. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fmb Wealth Management, Fmb Retirement Services and Ep Wealth Advisors. Costas maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Ep Wealth Advisors is an advisory firm operating out of Torrance, CA. The company has offices in 33 locations and a total of 375 financial advisors. It handles $17 billion in assets under management across its 32,050 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 116 charities and foundations. Of its 32,050 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Ep Wealth Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on the financial services. Fee types charged by Ep Wealth Advisors can be comprised 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
Kathryn Costas Work History
Kathryn has been registered as a financial advisor for 3 years.*
Ep Wealth Advisors
Fmb Wealth Management
Fmb Retirement Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Kathryn Costas 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
Torrance, CA
Torrance, CA
Seattle, WA
Saint George, UT
Littleton, CO
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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