Griffin
Lake
Ep Wealth Advisors
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About this Advisor
Griffin Lake is a financial advisor based in Vancouver, Washington, working with Ep Wealth Advisors. Griffin has previously held positions at Ameriprise Financial Services LLC, Utah Valley University, Wells Fargo Advisors, Mountain America Credit Union, Conservice, Utah State University, The Church Of Jesus Christ Of Latter Day Saints, Financial Insight Center, Union High School, Summer Rain Irrigation, Firstenburg Community Center, and Ep Wealth Advisors, LLC. Griffin has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Griffin is part of Ep Wealth Advisors, which operates out of Vancouver, Washington. 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
Griffin Lake Work History
Ep Wealth Advisors, LLC
Ameriprise Financial Services LLC
Utah Valley University
Ameriprise Financial Services LLC
Utah Valley University
Wells Fargo Advisors
Financial Insight Center
Mountain America Credit Union
Conservice
Utah State University
The Church Of Jesus Christ Of Latter Day Saints
Summer Rain Irrigation
Firstenburg Community Center
Union High School
Disclosures
Please visit the SEC profile of Griffin Lake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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