Best Investors Account Sign in
Inactive

Sara Ashley Laclair

Ep Wealth Advisors

Torrance, CA

Scottsdale, AZ

Claim This Profile
Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-26
CA RA APPROVED 2026-01-16
  • AZ RA
    APPROVED
    Since 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-16

Branch Locations

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

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255 • 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
Rayhons Financial Solutions Gilbert AZ 09/2013 09/2018
Voya Financial Advisors, Inc Gilbert AZ 09/2013 09/2018
Capital Insight Partners Scottsdale AZ 10/2018 12/2025
Ep Wealth Advisors, Llc Scottsdale AZ 01/2026 Present
  • 09/2013 → 09/2018
    Rayhons Financial Solutions
    Gilbert, AZ
  • 09/2013 → 09/2018
    Voya Financial Advisors, Inc
    Gilbert, AZ
  • 10/2018 → 12/2025
    Capital Insight Partners
    Scottsdale, AZ
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2018-10-22 → 2026-01-02
    Capital Insight Partners, Llc
    Scottsdale, AZ
  • 2016-03-14 → 2018-10-04
    Voya Financial Advisors, Inc.
    Gilbert, AZ
    Las Vegas, NV
    Midvale, UT
    Tempe, AZ
    Midvale, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-26
  • S66 Uniform Combined State Law Examination
    2016-01-26
Designations
Other Names
  • Sara Ashley Lidman

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre
LISA MARIE QUARTARONE
MARTHA P HOLLADAY
Marc E Myers
NICOLE ELIZABETH NOVALES
Gilberto Alvarez

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

More in Torrance, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor