Lewis
Carpenter
Epic Trust Investment Advisors LLC
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About this Advisor
Lewis Carpenter is a financial advisor based in Richland, Washington, working with Epic Trust Investment Advisors LLC. Lewis has previously held positions at Principal Life Insurance Company, Princor Financial Services Corporation, Key Bank, Carpenter Capital, Epic Trust Investment Advisors, LLC, Carpenter Financial, Ohio National Financial, Mass Mutual Life Insurance Company, Mml Investors Services, and Equilus Group Inc. Lewis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Lewis is part of Epic Trust Investment Advisors LLC, which operates out of Richland, Washington. The firm has 1 office and 6 employees. The firm manages assets totaling $277.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Epic Trust Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epic Trust Investment Advisors LLC Brokerage Details
$277,441,223
6
1,674
$165,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lewis Carpenter Work History
Epic Trust Investment Advisors, LLC
Carpenter Financial
Carpenter Capital
Equilus Group Inc
Ohio National Financial
Principal Life Insurance Company
Princor Financial Services Corporation
Key Bank
Mass Mutual Life Insurance Company
Mml Investors Services
Disclosures
Please visit the SEC profile of Lewis Carpenter 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
Chicago, IL
Richland, WA
Richland, WA
Richland, WA
Richland, WA
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