Norman
Mcgill
Ep Wealth Advisors
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About this Advisor
Norman Mcgill is a financial advisor based in San Luis Obispo, California, working with Ep Wealth Advisors. Norman has previously held positions at Woodland Leishman & Assoc, Grubman Wealth Management, Parkside Advisors LLC, Wacker Wealth Partners, and Ep Wealth Advisors, LLC. Norman has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Norman is part of Ep Wealth Advisors, which operates out of San Luis Obispo, 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
Norman Mcgill Work History
Ep Wealth Advisors, LLC
Wacker Wealth Partners
Parkside Advisors LLC
Grubman Wealth Management
Woodland Leishman & Assoc
Disclosures
Please visit the SEC profile of Norman Mcgill 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
Salt Lake City, UT
San Luis Obispo, CA
Salt Lake City, UT
Newburyport, MA
Vancouver, WA
San Diego, CA
Torrance, CA
Torrance, CA
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