Kyle
Hurt
Ep Wealth Advisors
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About this Advisor
Kyle Hurt is a financial advisor operating in Torrance, California who has 4 years of industry experience. Hurt is on the advisory team at Ep Wealth Advisors. During their career, Hurt has held roles at Ep Wealth Advisors, Biola University, New Life Irvine, Producepay, Second Spectrum, One Degree Advisors, Regal Entertainment Group, Kohl'S, College Of The Sequoias, Oklahoma Wesleyan, Harris Ranch and Various Schools. Hurt holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in California. Ep Wealth Advisors is an advisory firm based in Torrance, CA. The company has offices in 33 locations and a total of 375 people on staff. It administers $17 billion in assets under management across its 32,050 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 116 charities and foundations. Of its 32,050 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a wide range 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. Fees for financial advice typically are based on which services the firm provides the client. However, fee types billed by Ep Wealth Advisors likely include any combination 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
Kyle Hurt Work History
Kyle has been registered as a financial advisor for 4 years.*
Ep Wealth Advisors
Biola University
New Life Irvine
Producepay
Second Spectrum
One Degree Advisors
Regal Entertainment Group
Kohl'S
College Of The Sequoias
Oklahoma Wesleyan
Harris Ranch
Various Schools
*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 Kyle Hurt 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
Littleton, CO
Salt Lake City, UT
Torrance, CA
Torrance, CA
Walnut Creek, CA
Phoenix, AZ
Saint George, 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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