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Rick Lane Tasker

EPOCH CONSULTING GROUP·SANTA ROSA, California
Clean recordEPOCH CONSULTING GROUP
2455 BENNETT VALLEY ROAD, SUITE B115, SANTA ROSA, CA 95404CRD# 728427Firm CRD# 132757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rick Lane Tasker · SANTA ROSA, CA
Registration
CRD #728427 · EPOCH CONSULTING GROUP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rick Lane Tasker is a registered financial advisor based in SANTA ROSA, California, affiliated with EPOCH CONSULTING GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
EPOCH CONSULTING GROUP
EPOCH CONSULTING GROUP
AUM
$790M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EPOCH CONSULTING GROUP →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 728427
Firm CRD# 132757
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rick Lane Tasker offer?
Rick Lane Tasker specializes in Investment Management. Contact their office in SANTA ROSA, California for a consultation.
What are Rick Lane Tasker's credentials?
Rick Lane Tasker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rick Lane Tasker located?
Rick Lane Tasker is based in SANTA ROSA, California, working with EPOCH CONSULTING GROUP. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.
How does Rick Lane Tasker charge for services?
Rick Lane Tasker'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 EPOCH CONSULTING GROUP?
EPOCH CONSULTING GROUP has approximately 2 employees and manages $790M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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