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Linda Sue Coffey

Ep Wealth Advisors

Torrance, CA

Palatine, IL

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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 2025-09-02
IL RA APPROVED 2021-06-16
  • CA RA
    APPROVED
    Since 2025-09-02
  • IL RA
    APPROVED
    Since 2021-06-16

Branch Locations

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

35 West Slade Street, Palatine, IL 60067 • 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
Independent Financial Partners Northbrook IL 03/2016 05/2018
Wipfli Financial Advisors, Llc Palatine IL 09/2018 10/2019
Ep Wealth Advisors Torrance CA 05/2021 Present
Unemployed Chicago IL 11/2019 04/2021
Unemployed Chicago IL 06/2018 08/2018
  • 03/2016 → 05/2018
    Independent Financial Partners
    Northbrook, IL
  • 09/2018 → 10/2019
    Wipfli Financial Advisors, Llc
    Palatine, IL
  • 05/2021 → Present
    Ep Wealth Advisors
    Torrance, CA
  • 11/2019 → 04/2021
    Unemployed
    Chicago, IL
  • 06/2018 → 08/2018
    Unemployed
    Chicago, IL
Previous Registrations
  • 2018-10-08 → 2019-10-08
    Wipfli Financial Advisors, Llc
    Palatine, IL
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-12
S63 Uniform Securities Agent State Law Examination 1987-03-09
  • S65 Uniform Investment Adviser Law Examination
    2018-09-12
  • S63 Uniform Securities Agent State Law Examination
    1987-03-09
Other Names
  • Linda Sue Coffey
  • Linda Sue Coy

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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