O'Zell
Golden
Ep Wealth Advisors
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About this Advisor
O'Zell Golden is a certified financial planner working in Thousand Oaks, California. Golden currently works for Ep Wealth Advisors. Their career trajectory has included roles at Revolution Financial Management, Unionbanc Investment Services, Edward Jones, Bank Of New York Mellon, Source Photonics, Hayley Dickson, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Ep Wealth Advisors, LLC. Golden holds a Series 66 license, designating 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 business based out of Torrance, CA. The firm has offices in 33 locations and a total of 375 employees. It manages $17 billion in assets between its 32,050 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 116 charities and foundations. Of its 32,050 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm has a number of services, such as 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 management usually depend on which services are offered. Fee types charged by Ep Wealth Advisors likely consist 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
O'Zell Golden Work History
O'Zell has been registered as a financial advisor for 0 years.*
Ep Wealth Advisors, LLC
Hayley Dickson
Hayley Dickson
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Unionbanc Investment Services
Edward Jones
Revolution Financial Management
Bank Of New York Mellon
Source Photonics
*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 O'Zell Golden 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.
