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Erin Durkin Voisin

Ep Wealth Advisors

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 2016-02-04
  • CA RA
    APPROVED
    Since 2016-02-04

Branch Locations

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
Ep Wealth Advisors Torrance CA 01/2016 01/2018
Ep Wealth Advisors, Llc Torrance CA 01/2018 09/2022
Ep Wealth Advisors, Llc Torrance CA 09/2022 06/2026
Ep Wealth Advisors, Llc Torrance CA 07/2026 Present
  • 01/2016 → 01/2018
    Torrance, CA
  • 01/2018 → 09/2022
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 09/2022 → 06/2026
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 07/2026 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Previous Registrations
  • 2013-09-27 → 2016-01-21
    Los Angeles, CA
  • 2012-08-22 → 2013-07-10
    Msi Financial Services, Inc.
    Los Angeles, CA
Other Businesses

Name: Certified Financial Planner Board Of Standards, Inc Investment Related: Yes Address: 1425 K Street NW #800, Washington, DC 20005. Nature: CFP Board Position: CFP Ambassador and CFP WIN Council Member Title: CFP Ambassador and CFP WIN Council Member Start Date: 01/2019 Hours/Month: 4 Hours devoted during trading hours: 4 Duties: Through the CFP Board, I participate as a CFP Ambassador and a member of the CFP WIN Council. As an ambassador, I write blogs for Letsmakeaplan.org, promote CFP content on social media, and participate in PR requests. As a member of the WIN Council, I meet with them quarterly to discuss ways to continue to promote bringing more women into the profession. Name: AlphaSights Ltd. Investment Related: No Address:350 Madison Ave, 12th Floor, New York, NY 10017, United States Nature: Consulting company who reaches out on items pertaining to financial services industry. Position: Consultant Title: Consultant Start Date: 07/2023 Hours/Month: 4 Hours devoted during trading hours: 2 Duties: Responding to consultations or surveys based on industry knowledge. Name: Guidepoint Global, LLC Investment Related: No Address: 675 Avenue of the Americas, New York, NY 10010 Nature: Consulting company that reaches out for consulting requests on items pertaining to the financial services industry. Position: Consultant Title: Consultant Start Date: 07/2023 Hours/Month: 4 Hours devoted during trading hours: 2 Duties: Participating in consultations on relevant financial services inquiries. Name: Capvision Partners Investment Related: No Address: 500 5th Avenue, 18th Floor | New York, NY 10110 Nature: Consulting firm Position: Consultant Title: Consultant Start Date: 01/2026 Hours/Month: 4 Hours devoted during trading hours: 0 Duties: Be available for calls when they want to speak to customers of RIA's or different vendors/solutions I am familiar with.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-20
  • S66 Uniform Combined State Law Examination
    2012-07-20
Designations
Other Names
  • Erin E Durkin
  • Erin E Durkin-Voisin
  • Erin E Voisin

View on SEC IAPD

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