Bret Parker Miller
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Bret Parker Miller? 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.Mar 2020 to now
- UnemployedFeb 2020 to Mar 2020
- Five Guys, Inc.Jan 2020 to Feb 2020
- Buckingham AdvisorsOct 2018 to Nov 2019
- Five Guys, Inc.Jun 2017 to Dec 2019
- Wright State University Residence Life & HousingAug 2016 to May 2019
- United States Air ForceMay 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, 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
- 7613717
- Firm CRD
- 111147