Nicholas Mitchell Burton
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
1 stateRegistered in
$45.1BFirm assets
39 yearsFirm in business
Are you Nicholas Mitchell Burton? 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, LLC.Apr 2025 to now
- UnemployedAug 2024 to Apr 2025
- Texas Tech UniversityAug 2022 to Aug 2024
- Camelback Strategy GroupAug 2022 to Sep 2022
- ScionJul 2022 to Aug 2022
- UnemployedAug 2021 to Aug 2022
- SafewayJul 2019 to Aug 2019
- Jiffy LubeMay 2019 to Jul 2019
- Texas Tech UniversityAug 2018 to Aug 2021
- 7-elevenJan 2018 to Aug 2018
- Camas High SchoolAug 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8117811
- Firm CRD
- 111147