Lauren
Klein
Ep Wealth Advisors
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About this Advisor
Lauren Klein is a certified financial planner who works out of Torrance, California with a total of 1 year of industry experience. Klein works at Ep Wealth Advisors. Over the course of their career, Klein has held roles at Klein Financial Advisors, Inc and Ep Wealth Advisors, LLC. Klein has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Ep Wealth Advisors is an advisory company based out of Torrance, CA. The firm has offices in 33 locations and a total of 375 employees. It oversees $17 billion in assets among its 32,050 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 116 charitable organizations. Of its 32,050 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Ep Wealth Advisors provides 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. A financial advisor's fee schedules depend on the type of financial services provided. Fees billed by Ep Wealth Advisors can include any blend 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
Lauren Klein Work History
Lauren has been registered as a financial advisor for 1 years.*
Ep Wealth Advisors, LLC
Klein Financial Advisors, 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 Lauren Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
