Andrew Talley
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
1 stateRegistered in
$45.1BFirm assets
39 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- Ep Wealth Advisors, LLCAug 2025 to now
- Guardian Life Insurance CompanyOct 2024 to Aug 2025
- Park Avenue SecuritiesOct 2024 to Aug 2025
- UnemployedJun 2023 to Oct 2024
- Rantec Power SystemsApr 2019 to Jun 2023
- Purlieu Landscape Design + BuildJun 2018 to Apr 2019
- California Polytechnic State UniversityAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7970099
- Firm CRD
- 111147