Best Investors Account Sign in
Inactive

Tammera Lynn Prouty

Ep Wealth Advisors

Mount Vernon, WA

Torrance, CA

Claim This Profile
Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-18
WA RA APPROVED 2021-11-23
  • CA RA
    APPROVED
    Since 2025-08-18
  • WA RA
    APPROVED
    Since 2021-11-23

Branch Locations

1111 Cleveland Avenue, Suite 101, Mount Vernon, WA 98273 • 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
Sound Financial Planning, Inc. Mount Vernon WA 06/2000 11/2021
Ep Wealth Advisors Torrance CA 11/2021 Present
  • 06/2000 → 11/2021
    Sound Financial Planning, Inc.
    Mount Vernon, WA
  • 11/2021 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2007-11-02 → 2021-12-14
    Sound Financial Planning, Inc.
    Mount Vernon, WA
    Mount Vernon, WA
Designations
Other Names
  • Tammy Prouty
  • Tammy Petersen
  • Tammera Lynn Petersen

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
THE RETIREMENT SOLUTION LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

SHAWN ERIC STEFFENS
JASON DOUGLAS REICHERT
TAMARA LARAINE DRAKE
ROBERT WILLIAM WALKER
WENDY LOUISE LUCAS
Marcus Stewart
Derek Stump
Andrew Tobias Lee

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · MOUNT VERNON, WA
PFS INVESTMENTS INC. · MT VERNON, WA
EDWARD JONES · MOUNT VERNON, WA
J.P. MORGAN SECURITIES LLC · MOUNT VERNON, WA
LPL FINANCIAL LLC · MT. VERNON, WA
OSAIC WEALTH, INC. · MOUNT VERNON, WA
THRIVENT INVESTMENT MANAGEMENT INC. · MOUNT VERNON, WA
THE RETIREMENT SOLUTION LLC · Mount Vernon, WA

More in Mount Vernon, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor