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Abigail Turner Morton

Ep Wealth Advisors

Bangor, ME

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-26
ME RA APPROVED 2024-11-26
  • CA RA
    APPROVED
    Since 2024-11-26
  • ME RA
    APPROVED
    Since 2024-11-26

Branch Locations

67 Pine Street #1, Bangor, ME 04401 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepath Financial Planning, Llc Bangor ME 06/2013 07/2018
Gather Financial Planning Falmouth ME 07/2018 11/2024
Ep Wealth Advisors, Llc Bangor ME 11/2024 Present
  • 06/2013 → 07/2018
    Sagepath Financial Planning, Llc
    Bangor, ME
  • 07/2018 → 11/2024
    Gather Financial Planning
    Falmouth, ME
  • 11/2024 → Present
    Ep Wealth Advisors, Llc
    Bangor, ME
Previous Registrations
  • 2018-07-31 → 2025-01-22
    Gather Financial Planning
    Bangor, ME
    Falmouth, ME
    Bangor, ME
    Bangor, ME
  • 2013-06-26 → 2018-08-23
    Sagepath Financial Planning, Llc
    Bangor, ME
  • 2011-07-11 → 2013-08-09
    Capella Financial Services, Llc
    Bangor, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-08
  • S65 Uniform Investment Adviser Law Examination
    2004-03-08
Designations
Other Names
  • Abigail Edward Turner
  • Abigail Turner Pons

View on SEC IAPD

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LPL FINANCIAL LLC
EDWARD JONES
BIRCHBROOK

Other Investors

AUDREY M WOOD
PETER THOMAS BUZZINI
DUSTIN KYLE ROEDER
KIRSTEN L ISMAIL
KELLY E SCHEETZ
Kathleen Marie Shane
KAREN BLODGETT LAMBERTON
MICHAEL RICHARD RICHARD CORMIER

Other Offices

UBS FINANCIAL SERVICES INC. · BANGOR, ME
UBS FINANCIAL SERVICES INC. · BANGOR, ME
AMERIPRISE FINANCIAL SERVICES, LLC · Bangor, ME
MML INVESTORS SERVICES, LLC · BANGOR, ME
OSAIC WEALTH, INC. · BANGOR, ME
USA FINANCIAL SECURITIES LLC · Bangor, ME
LPL FINANCIAL LLC · BANGOR, ME
EDWARD JONES · BANGOR, ME

More in Bangor, ME

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