Ross Garrett Allen
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Ross Garrett Allen? 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
12 years in the industry.
- Ep Wealth Advisors, LLCJun 2025 to now
- LPL Financial LLCMay 2023 to Jun 2025
- Commonwealth Financial NetworkOct 2021 to May 2023
- Pathfinder Wealth ConsultingSep 2021 to May 2023
- Members Trust CompanyOct 2019 to Aug 2021
- Credit Union Investment ServicesMay 2018 to Aug 2021
- Secu Brokerage ServicesFeb 2018 to Aug 2021
- Secu Life Insurance CompanyFeb 2018 to Aug 2021
- State Employees' Credit UnionMay 2017 to Aug 2021
- UnemployedMar 2017 to Apr 2017
- Lawrence Financial Planning, LLCOct 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 6407186
- Firm CRD
- 111147