Strategic Wealth Advisors Group
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About this Advisor
Scott Van Epps is a certified financial planner operating out of Sacramento, California, who has been in the industry for 12 years. Van Epps is currently employed by Strategic Wealth Advisors Group. During their career, the advisor has held roles at Fsc Securities Corp, Strategic Wealth Advisors Group, Inc, Associated Securities Corp and Lpl Financial LLC. Van Epps maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California. Strategic Wealth Advisors Group is a company based out of Sacramento, California. It has offices in 61 locations and a total of 260 employees. It has $3 billion in total assets across its 14,618 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 42 charitable organizations. Of its 14,618 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types billed by Strategic Wealth Advisors Group can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Strategic Wealth Advisors Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Scott Van Epps Work History
Scott has 12 years of experience.
Associated Securities Corp
Lpl Financial LLC
Fsc Securities Corp
Strategic Wealth Advisors Group, Inc
Scott Van Epps has disclosures.
Please visit their SEC profile for more details.