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Jose Lopez

Client Relationship Associate at EP Wealth Advisors

  • LinkedIn

Email Email: j****@epwealth.com

phone noPhone Number: (***)-***-****

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees

Trevor Moore

Associate Director, Operations

Levi Anderson

Senior Financial Planner

Geniffer Takacs

Associate Director, Investments

Cfp® Brian H. Wilde

Vice President/Fee Only Wealth Advisor

Mason Hulce

Client Relationship Associate

Tyson Tate

Wealth Advisor Associate

Cfp® Brady Jardine

Senior Vice President/ Partner - Ep Wealth Advisors

Frequently Asked Questions Regarding Jose Lopez

Answer: Jose Lopez works for EP Wealth Advisors as Client Relationship Associate

Answer: Jose Lopez’s role in EP Wealth Advisors is Client Relationship Associate

Answer: Jose Lopez's email address is j***@gmail.com

Answer: Jose Lopez's business email address is j****@epwealth.com

Answer: Jose Lopez’s direct phone number is (***)-***-****

Answer: Jose Lopez works in the industry of: Financial Services

Answer: Jose Lopez works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Client Relationship Associate is Jose Lopez

Answer: Jose Lopez contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@epwealth.com

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