Trevin
Epps
Wealth Advisors, Inc
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About this Advisor
Trevin Epps is a financial advisor working out of Henderson, Nevada with 3 years of relevant experience. Epps currently works for Wealth Advisors, Inc. Their career trajectory has included roles at First Allied Securities, Inc, Wealth Advisors, Inc and First Allied Advisory Services, Inc. Epps has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Wealth Advisors, Inc is a registered investment company that has its headquarters in Henderson, NV. The company has just four people on staff. It handles $224 million in total assets across its 422 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 422 customer accounts, 26% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management largely are based on which services the firm provides the client. However, fee types billed by Wealth Advisors, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Advisors, Inc Brokerage Details
$224,172,357
4
422
$531,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Trevin Epps Work History
Trevin has been registered as a financial advisor for 3 years.*
Wealth Advisors, Inc
First Allied Advisory Services, Inc
First Allied Securities, 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 Trevin Epps 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 Wealth Advisors, Inc
Henderson, NV
Henderson, NV
Henderson, NV
Henderson, NV
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