Lori
Selby
Epic Trust Investment Advisors LLC
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About this Advisor
Lori Selby is a certified financial planner working out of Richland, Washington with a total of 6 years of relevant experience. Selby is currently employed by Epic Trust Investment Advisors LLC. During their career, Selby has held roles at Waddell & Reed, Inc, Washington State University - Tri-Cities, Soroptimist, Women Helping Women Fund Tri-Cities, Team Elite Networking (Ten), Epic Trust Investment Advisors, LLC, Northwest Insurance Alliance, LLC, Laselby LLC and Various Insurance Carriers For W&R Insurance Agencies. Selby holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Washington. Epic Trust Investment Advisors LLC is an advisory business operating out of Richland, WA. The firm has a total of six employees. It handles $249 million in assets under management across its 1,768 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,768 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Epic Trust Investment Advisors LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed by Epic Trust Investment Advisors LLC likely are comprised 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
Lori Selby Work History
Lori has been registered as a financial advisor for 6 years.*
Epic Trust Investment Advisors, LLC
Northwest Insurance Alliance, LLC
Soroptimist
Laselby LLC
Team Elite Networking (Ten)
Women Helping Women Fund Tri-Cities
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Washington State University - Tri-Cities
*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 Lori Selby 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
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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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.
