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Mollie Rae Privett

Ep Wealth Advisors

Torrance, CA

San Deigo, CA

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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 2024-08-23
  • CA RA
    APPROVED
    Since 2024-08-23

Branch Locations

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

3655 Nobel Dr #200, San Deigo, CA 92122 • 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
California State University Long Beach Long Beach CA 08/2015 06/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2017 06/2018
Northwestern Mutual Investment Services Llc San Diego CA 11/2017 06/2018
Pure Financial Advisors San Diego CA 08/2018 06/2020
Morton Wealth Calabasas CA 07/2020 02/2022
Beacon Pointe Advisors, Llc Newport Beach CA 03/2022 04/2024
Beacon Pointe Advisors, Llc Newport Beach CA 04/2024 07/2024
Ep Wealth Advisors, Llc San Diego CA 07/2024 Present
  • 08/2015 → 06/2017
    California State University Long Beach
    Long Beach, CA
  • 05/2017 → 06/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2017 → 06/2018
    Northwestern Mutual Investment Services Llc
    San Diego, CA
  • 08/2018 → 06/2020
    Pure Financial Advisors
    San Diego, CA
  • 07/2020 → 02/2022
    Morton Wealth
    Calabasas, CA
  • 03/2022 → 04/2024
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 04/2024 → 07/2024
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 07/2024 → Present
    Ep Wealth Advisors, Llc
    San Diego, CA
Previous Registrations
Designations
Other Names
  • Mollie Rae Privett
  • Mollie Rae Privett
  • Mollie Rae Privett

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
EDWARD JONES · TORRANCE, CA

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