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Andrew Talley

Ep Wealth Advisors

San Diego, CA

Torrance, 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 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16

Branch Locations

3655 Nobel Dr #200, San Diego, CA 92122 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Unemployed Stockton CA 06/2023 10/2024
Rantec Power Systems Los Osos CA 04/2019 06/2023
Purlieu Landscape Design + Build San Luis Obispo CA 06/2018 04/2019
California Polytechnic State University San Luis Obispo CA 08/2015 06/2018
Guardian Life Insurance Company San Diego CA 10/2024 08/2025
Park Avenue Securities San Diego CA 10/2024 08/2025
Ep Wealth Advisors, Llc San Diego CA 08/2025 Present
  • 06/2023 → 10/2024
    Unemployed
    Stockton, CA
  • 04/2019 → 06/2023
    Rantec Power Systems
    Los Osos, CA
  • 06/2018 → 04/2019
    Purlieu Landscape Design + Build
    San Luis Obispo, CA
  • 08/2015 → 06/2018
    California Polytechnic State University
    San Luis Obispo, CA
  • 10/2024 → 08/2025
    Guardian Life Insurance Company
    San Diego, CA
  • 10/2024 → 08/2025
    Park Avenue Securities
    San Diego, CA
  • 08/2025 → Present
    Ep Wealth Advisors, Llc
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-18
  • S66 Uniform Combined State Law Examination
    2025-02-18

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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