Inactive

Linda Ginder

Ep Wealth Advisors

CRD 6985555

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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:

Current Employers

Ep Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-07-17
CO	RA	APPROVED	2018-07-17

CA RA
APPROVED

Since 2018-07-17
CO RA
APPROVED

Since 2018-07-17

Branch Locations

8081 Shaffer Parkway, Suite 4, Littleton, CO 80127 • 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

Organization	City	State	From	To
Sfmg Wealth Advisors	Plano	TX	06/2013	11/2016
Sfmg Wealth Advisors	Plano	TX	12/2016	04/2018
Ep Wealth Advisors	Torrance	CA	05/2018	Present

06/2013 → 11/2016

Sfmg Wealth Advisors

Plano, TX
12/2016 → 04/2018

Sfmg Wealth Advisors

Plano, TX
05/2018 → Present

Ep Wealth Advisors

Torrance, CA

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

DAMIAN DANIEL WALSH

PRISCILLA ANNE PEOPLES

Warren Curtis Anderson

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Highlands Ranch, CO

EDWARD JONES · Littleton, CO

EDWARD JONES · HIGHLANDS RANCH, CO

More in Littleton, CO

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