Unclaimed Profile

Lowell Craig Gossell

EPSILON FINANCIAL GROUP, INC.·FAIRFIELD, California

Series 65Clean record23 years registeredEPSILON FINANCIAL GROUP, INC.

2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA 94533CRD# 4432921Firm CRD# 111990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lowell Craig Gossell · FAIRFIELD, CA

Registration

CRD #4432921 · EPSILON FINANCIAL GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EPSILON FINANCIAL GROUP, INC.

EPSILON FINANCIAL GROUP, INC.

Nov 2002 – Mar 2017

FAAIRFIELD, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 21, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EPSILON FINANCIAL GROUP, INC.

CRD 111990 · SEC 801-62454

AUM

$559M

Regulatory assets under management

Employees

495 client accounts

Services offered by EPSILON FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EPSILON FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Lowell Craig Gossell offer?

Lowell Craig Gossell specializes in Financial Planning, Investment Management.

What are Lowell Craig Gossell's credentials?

Lowell Craig Gossell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lowell Craig Gossell located?

Lowell Craig Gossell is based in FAIRFIELD, California, last registered with EPSILON FINANCIAL GROUP, INC..

How does Lowell Craig Gossell charge for services?

Lowell Craig Gossell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EPSILON FINANCIAL GROUP, INC.?

EPSILON FINANCIAL GROUP, INC. has approximately 8 employees and manages $559M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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