Paul
Salisbury
Ep Wealth Advisors
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About this Advisor
Paul Salisbury is a financial advisor based in Salt Lake City, Utah, working with Ep Wealth Advisors. Paul has previously held positions at The Insight Group, Inc, The Insight Group Insurance Agency, LLC, and Ep Wealth Advisors. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Utah. Currently, Paul is part of Ep Wealth Advisors, which operates out of Salt Lake City, Utah. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
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
Paul Salisbury Work History
Ep Wealth Advisors
The Insight Group, Inc
The Insight Group Insurance Agency, LLC
Disclosures
Please visit the SEC profile of Paul Salisbury 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
Salt Lake City, UT
Torrance, CA
Newburyport, MA
Seattle, WA
San Luis Obispo, CA
Salt Lake City, UT
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