Kevin Edmund Cross
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Kevin Edmund Cross? Claim your profile
Contact this firm
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
10 years in the industry.
- Ep Wealth Advisors, LLC.Jan 2025 to now
- Private Client Services LLCJun 2017 to Dec 2022
- Invest Financial CorpJan 2017 to Jun 2017
- Executive Wealth Management, LLCDec 2016 to Dec 2024
- Royal Alliance Associates, IncJan 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
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
- 4429844
- Firm CRD
- 111147