Unclaimed
Hunter Brasher is an Investment Advisor Representative at EP Wealth Advisors and is registered in California and Utah. Hunter has 1 state exam, the Series 65, Uniform Investment Adviser Law Examination. Hunter has been in the industry since September 2022. Hunter has experience in providing retirement plan advisory services and tax preparation services. EP Wealth Advisors provides a wide range of advisory services, including financial planning, retirement plan advisory services, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and tax preparation services. EP Wealth Advisors manages over $22 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/30/2023 - Present
EP Wealth Advisors (TORRANCE CA)
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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