Best Investors Account Sign in
Inactive

Derrick Garcia

Ep Wealth Advisors

Torrance, CA

Walnut Creek, CA

Claim This Profile
Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-01
  • CA RA
    APPROVED
    Since 2024-02-01

Branch Locations

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

1333 N California Blvd Suite 100, Walnut Creek, CA 94596 • 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
Campolindo High School Moraga CA 01/2014 06/2018
University Of Redlands Redlands CA 08/2018 06/2022
Sleepy Hollow Swim And Tennis Club Orinda CA 05/2015 09/2021
Litman Gregory Wealth Management Walnut Creek CA 08/2022 12/2023
Ep Wealth Advisors Walnut Creek CA 12/2023 Present
  • 01/2014 → 06/2018
    Campolindo High School
    Moraga, CA
  • 08/2018 → 06/2022
    University Of Redlands
    Redlands, CA
  • 05/2015 → 09/2021
    Sleepy Hollow Swim And Tennis Club
    Orinda, CA
  • 08/2022 → 12/2023
    Litman Gregory Wealth Management
    Walnut Creek, CA
  • 12/2023 → Present
    Ep Wealth Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-31
  • S65 Uniform Investment Adviser Law Examination
    2024-01-31

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