Mark Townsend Duvall
Investment adviser representative at Ep Wealth Advisors
21 yearsExperience
2 statesRegistered in
CFADesignation
$45.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Ep Wealth Advisors, LLCJun 2026 to now
- Opes Wealth Management, LLCDec 2018 to Jun 2026
- Flagstar Bank - Opes Advisors DivisionMay 2017 to Dec 2018
- Opes AdvisorsMar 2005 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2432588
- Firm CRD
- 111147