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David E Epps

Integral Wealth Management

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About David E Epps

David E Epps is a financial advisor in Modesto, California. David has been in the industry since 1999. David Epps is currently registered with Integral Wealth Management. David Epps is a Certified Financial Planner professional. David Epps has experience working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

David Epps is currently registered with Integral Wealth Management. Integral Wealth Management is a Registered Investment Advisor located in Turlock, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. They manage approximately $535,767,979 in assets for 957 clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations.
Integral Wealth Management

605 E MAIN STREET

TURLOCK, CA 95380

$535.77M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Epps’s Registration & Firm History

CA

01/17/2024 - Present

Integral Wealth Management (Modesto CA)

CA

06/14/1999 - 01/26/2024

CHARLES SCHWAB & CO., INC. (Stockton CA)

NY

08/13/1993 - 03/01/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/27/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David E Epps.
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