Andrew Charles Becker

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

• 09/2012 → 04/2025
  J.J.B. Hilliard, W.L. Lyons, Llc
  Ft. Mitchell, KY
• 04/2025 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2016-10-05 → 2025-04-25
  Alphamark Advisors, Llc
  Ft. Wright, KY
• 2012-09-07 → 2016-10-06
  J.J.B. Hilliard, W.L. Lyons, Llc
  Ft. Mitchell, KY
• 2006-03-08 → 2012-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
  Cincinnati, OH
• 2005-12-09 → 2006-03-08
  Advest, Inc.
  Cincinnati, OH
• 2005-07-28 → 2005-12-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH

Other Businesses

System Akvile GmbH; investment related; Dr. Akvile Ignotaite, Elbchausse 266A, 22605 Hamburg, Germany; Nature of Business: Skincare Company. Position: "Lender" and then "Shareholder", Involvement/Duties: Basically a Lender until the loan becomes equity in System Akvile GmbH. I will attend investor meetings via zoom and visit Hamburg Germany when I go to see my clients that live in a suburb there.; 2hrs/week, outside trading hours; Start Date May 15, 2025

Exams

• S66 Uniform Combined State Law Examination
  2005-07-27

Other Names

• Drew Becker