Scott
Van Epps

Strategic Wealth Advisors Group

CRD#2513960
Investment Advisor
in Sacramento, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2399 American River Drive Suite 1
Sacramento, CA 95825

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Strategic Wealth Advisors Group Brokerage Details

Total Assets Under Management

$3,616,724,133

CA Average: $7,578,581,321
Total Number of Employees

250

CA Average: 43
Total Number of Accounts

20,013

CA Average: 3,727
Average Account Size

$180,719

CA Average: $2,033,427

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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.

2009 - 2009 (0 years)

Associated Securities Corp

2009 - Present (10 years)

Lpl Financial LLC

2006 - 2009 (3 years)

Fsc Securities Corp

2006 - Present (13 years)

Strategic Wealth Advisors Group, Inc

Disclosures

Scott Van Epps has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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