Jeffery
Lewis
Epic Trust Investment Advisors LLC
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About this Advisor
Jeffery Lewis is a certified financial planner operating out of Richland, Washington, with a total of 8 years of relevant experience. Lewis is an advisor for Epic Trust Investment Advisors LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial, LLC, Retirement Wealth Advisors, Northwest Insurance Alliance, Epic Trust Investment Advisors, LLC, Financial Advocates Investment Mangement, Epic Funds, LLC and Epic Financial Publishing, LLC. Lewis has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Nevada, Texas, Utah and Washington. Epic Trust Investment Advisors LLC is a firm based in Richland, WA. The investment advisory business has a total of six employees. It oversees $249 million in total assets between its 1,768 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,768 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Epic Trust Investment Advisors LLC offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on the financial services provided. However, fee types charged by Epic Trust Investment Advisors LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Epic Trust Investment Advisors LLC Brokerage Details
$248,895,688
6
1,768
$140,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffery Lewis Work History
Jeffery has been registered as a financial advisor for 8 years.*
Epic Financial Publishing, LLC
Northwest Insurance Alliance
Epic Trust Investment Advisors, LLC
Epic Funds, LLC
Retirement Wealth Advisors
Lpl Financial, LLC
Financial Advocates Investment Mangement
Merrill Lynch, Pierce, Fenner & Smith 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 Jeffery Lewis 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 Epic Trust Investment Advisors LLC
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
