Thomas Eugene James
Investment adviser representative at Epg Wealth Management LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$579.1MFirm 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
- Pension consulting
Experience
16 years in the industry.
- Epg Wealth Management LLCDec 2021 to now
- High Point UniversityAug 2016 to now
- Arkadios CapitalMar 2017 to Dec 2021
- Acg Wealth Inc.Jul 2014 to Dec 2021
- Triad Advisors, Inc.Jul 2014 to Feb 2017
- Elon UniversityAug 2008 to Feb 2019
- Thomas James ConsultingApr 2005 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Epg Wealth Management LLC
$579.1MAssets managed
1,194Clients
11Advisers
7 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
- 5409735
- Firm CRD
- 302075