Kaylee
Brown
Ep Wealth Advisors
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About this Advisor
Kaylee Brown is a financial advisor operating out of Torrance, California. Brown is an employee of Ep Wealth Advisors. Their career trajectory has included roles at Scotty'S On The Strand, Capicola'S, High School Student, R10 Socialhouse, Vicki Adams, CFP®, Mountain Rentals, Inc, Estes Park Resort, Fratello'S, Houdini'S, Oshkosh Defense, District Table, Ht Grill, Italiano'S, The Little Big Cup, Tony Ladner, Cpa, Full Time Student, Retirement & Estate Advisors, South High, The O.N. Equity Sales Company, Assetmark Brokerage, LLC, Assetmark Financial, Inc and Ep Wealth Advisors, LLC. Brown holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Ep Wealth Advisors is a financial advisory firm headquartered in Torrance, CA. The company has offices in 33 locations and a total of 375 people on staff. It has $17 billion in assets across its 32,050 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 116 charities and foundations. Of its 32,050 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. The firm provides a diverse array 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 are based on which services the firm provides the client. Fee types charged by Ep Wealth Advisors 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
Kaylee Brown Work History
Kaylee has been registered as a financial advisor for 0 years.*
Ep Wealth Advisors, LLC
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Retirement & Estate Advisors
The O.N. Equity Sales Company
Italiano'S
The Little Big Cup
Tony Ladner, Cpa
Full Time Student
District Table
Ht Grill
Mountain Rentals, Inc
Estes Park Resort
Fratello'S
Houdini'S
Oshkosh Defense
Vicki Adams, CFP®
R10 Socialhouse
Scotty'S On The Strand
Capicola'S
High School Student
South High
*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 Kaylee Brown 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
Phoenix, AZ
Torrance, CA
Torrance, CA
Walnut Creek, CA
Torrance, CA
Littleton, CO
Salt Lake City, UT
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.
