Marc
Livernois
Epic Trust Investment Advisors LLC
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About this Advisor
Marc Livernois is a financial advisor working out of Richland, Washington with 3 years of relevant experience. Livernois currently works for Epic Trust Investment Advisors LLC. Over the course of their career, Livernois has held roles at Liv Inc, Mass Mutual, Mml Investors Services, Cuna Mutual Group, Cuna Brokerage Services, Inc and Epic Trust Investment Advisors, LLC. Livernois maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in California, Michigan, Ohio and Washington. Epic Trust Investment Advisors LLC is a financial advisory business that has its headquarters in Richland, WA. The investment advisory business has a total of six financial advisors. It handles $249 million in assets under management between its 1,768 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,768 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. Epic Trust Investment Advisors LLC offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which service is offered. However, fees charged by Epic Trust Investment Advisors LLC likely consist 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
Marc Livernois Work History
Marc has been registered as a financial advisor for 3 years.*
Epic Trust Investment Advisors, LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Liv Inc
Mass Mutual
Mml Investors Services
*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 Marc Livernois 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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