Alan
Eppers
Lantern Wealth Advisors, LLC
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About this Advisor
Alan Eppers is a financial advisor operating out of Melville, New York with a total of 7 years of relevant experience. Eppers is currently employed by Lantern Wealth Advisors, LLC. Their career trajectory has included roles at Stifel Nicolaus & Co Inc and Lantern Investments, Inc. Eppers maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Lantern Wealth Advisors, LLC is a registered investment company that has its headquarters in Melville, NY. The company has offices in two locations and a total of 14 financial advisors. It has $175 million in assets under management among its 214 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 214 accounts, 18% are held by high-net-worth individuals who have more than $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 and other services. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Lantern Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lantern Wealth Advisors, LLC Brokerage Details
$174,623,891
14
214
$815,999
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
- Other
Alan Eppers Work History
Alan has been registered as a financial advisor for 7 years.*
Lantern Investments, Inc
Stifel Nicolaus & Co 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 Alan Eppers 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 Lantern Wealth Advisors, LLC
Melville, NY
Melville, NY
Melville, NY
San Francisco, CA
Melville, NY
Barrington, IL
Houston, TX
Melville, NY
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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