Norman Dillon Mcgill

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 07/2018
  Grubman Wealth Management
  Berkeley, CA
• 07/2018 → 02/2020
  Parkside Advisors Llc
  Berkeley, CA
• 03/2020 → 03/2024
  Wacker Wealth Partners
  San Luis Obispo, CA
• 03/2024 → Present
  Ep Wealth Advisors, Llc
  San Luis Obispo, CA

Previous Registrations

• 2020-03-18 → 2024-04-30
  Wacker Wealth Partners, Llc
  San Luis Obispo, CA
• 2016-03-01 → 2020-02-03
  Parkside Advisors Llc
  San Francisco, CA
• 2013-07-08 → 2015-12-31
  Woodland Leishman & Associates
  Orcutt, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-08

Designations

• Certified Financial Planner