Austin
Beard
Ep Wealth Advisors
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About this Advisor
Austin Beard is a financial advisor based out of Logan, Utah with 1 year of relevant experience. Beard is an advisor for Ep Wealth Advisors. Their career trajectory has included roles at Gary Allen Farms, Southridge Milk, Eco Prop Pest Management, Landmark Companies, Inc, Proshield Pest Solutions, Spindler Construction, Cook Martin Poulson, Pc, Ep Wealth Advisors, LLC and Lds Mission. Beard has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Utah. Ep Wealth Advisors is an advisory business headquartered in Torrance, CA. The firm has offices in 33 locations and a total of 375 people on staff. It manages $17 billion in assets under management between its 32,050 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 116 charitable organizations. Of its 32,050 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a broad assortment 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 advice largely depend on which services are provided. Fee types charged by Ep Wealth Advisors likely consist of some combination 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
Austin Beard Work History
Austin has been registered as a financial advisor for 1 years.*
Ep Wealth Advisors, LLC
Cook Martin Poulson, Pc
Spindler Construction
Proshield Pest Solutions
Landmark Companies, Inc
Southridge Milk
Eco Prop Pest Management
Landmark Companies, Inc
Lds Mission
Gary Allen Farms
*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 Austin Beard 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 Ep Wealth Advisors
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, CA
Walnut Creek, CA
Phoenix, AZ
Saint George, UT
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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