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Shannen Scott Smith

EP Wealth Advisors

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About Shannen Scott Smith

Shannen Smith is a financial advisor currently registered with EP Wealth Advisors. Shannen has been in the industry since 2016 and has a Series 65 license. Shannen is registered to provide investment advice in California, Louisiana, Oklahoma, and Texas. Shannen has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Shannen's areas of specialization include retirement planning, estate planning, and tax planning. Shannen is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Shannen Smith is currently registered with EP Wealth Advisors. EP Wealth Advisors is an investment advisory firm headquartered in Torrance, CA. The firm manages over $22 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. EP Wealth Advisors provides a range of services, including financial planning, portfolio management, retirement plan advisory services, and tax preparation. The firm also participates in wrap fee programs.
EP Wealth Advisors

21535 HAWTHORNE BLVD

TORRANCE, CA 90503

$22.32B

Assets Under Management

Not reported

Total Clients

192

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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retirement plan advisory services & tax preparation services

Retirement plan advisory services & tax preparation services

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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Shannen Smith’s Registration & Firm History

TX

07/11/2024 - Present

EP Wealth Advisors (Dallas TX)

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Licenses & Designations

IA

Issued 05/06/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannen Scott Smith.
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