Lyndsey Xa
Investment adviser representative at Ep Wealth Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Lyndsey Xa? 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
17 years in the industry.
- Ep Wealth Advisors, LLCOct 2020 to now
- The Insight GroupMar 2019 to Sep 2020
- AmeripriseMay 2018 to Mar 2019
- TmobileMay 2016 to Aug 2018
- StudentSep 2009 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
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
- 6946379
- Firm CRD
- 111147