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Lonnie Wayne Epperson

Advisor Share Wealth Management

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About Lonnie Wayne Epperson

Lonnie Wayne Epperson is an Investment Advisor Representative with Advisor Share Wealth Management. Lonnie has been in the industry since July 2008 and holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in August 2023. Lonnie is registered to provide investment advisory services in Tennessee. Lonnie's experience includes helping clients with Medicare, life insurance and annuities. Lonnie is committed to providing comprehensive asset management services, including financial planning and portfolio management for individuals and businesses.

Firm Information

Lonnie Epperson is currently registered with Advisor Share Wealth Management. Advisor Share Wealth Management is a wealth management firm located in Vancouver, WA. With 22 licensed agents, they offer comprehensive asset management services, financial planning, pension consulting, and selection of other advisors. The firm primarily serves individuals, including high-net-worth individuals, as well as corporations and pension plans. They manage approximately $48 million in assets.
Advisor Share Wealth Management

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$48.00M

Assets Under Management

Not reported

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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comprehensive asset management platform provider

Comprehensive asset management platform provider

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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other

Investment platform fees

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Lonnie Epperson’s Registration & Firm History

WA

08/29/2023 - Present

Advisor Share Wealth Management (VANCOUVER WA)

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Licenses & Designations

IA

Issued 08/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lonnie Wayne Epperson.
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