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William Acker Simpson

Ep Wealth Advisors

Torrance, CA

Portsmouth, NH

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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 2025-09-16
MA RA APPROVED 2024-05-09
ME RA APPROVED 2023-03-23
NH RA APPROVED 2023-03-23
TX RA APPROVED 2023-03-23
  • CA RA
    APPROVED
    Since 2025-09-16
  • MA RA
    APPROVED
    Since 2024-05-09
  • ME RA
    APPROVED
    Since 2023-03-23
  • NH RA
    APPROVED
    Since 2023-03-23
  • TX RA
    APPROVED
    Since 2023-03-23

Branch Locations

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

875 Greenland Road, Suite A10, Portsmouth, NH 03801 • 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
Azimuth Financial Planning, Llc Greenland NH 12/2007 03/2017
Resolute Financial, Llc Newburyport MA 04/2016 02/2023
Ep Wealth Advisors, Llc. Torrance CA 02/2023 Present
  • 12/2007 → 03/2017
    Azimuth Financial Planning, Llc
    Greenland, NH
  • 04/2016 → 02/2023
    Resolute Financial, Llc
    Newburyport, MA
  • 02/2023 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2016-04-29 → 2023-03-28
    Resolute Financial, Llc
    Dover, NH
    Newburyport, MA
    Portsmouth, NH
  • 2008-03-31 → 2016-12-31
    Azimuth Financial Planning, Llc
    26 Palm Drive, NH
  • 2006-11-03 → 2007-12-17
    The Harbor Group, Inc.
    Bedford, NH
Designations
Other Names
  • William A Simpson

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
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