Mark Alexander Reffett
Investment adviser representative at Epg Wealth Management LLC
13 yearsExperience
5 statesRegistered in
$579.1MFirm assets
7 yearsFirm in business
Are you Mark Alexander Reffett? 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
- Pension consulting
Experience
13 years in the industry.
- Epg Wealth Management LLCApr 2019 to now
- Arkadios CapitalMar 2017 to now
- Acg WealthJun 2013 to Mar 2021
- Triad Advisors, Inc.Jun 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 5 states (AL, GA, LA, SC, TX).
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
- 5894110
- Firm CRD
- 302075