Unclaimed Profile

Derek Hallock Holman

EP WEALTH ADVISORS, LLC.·TORRANCE, California

Series 7, Series 24, Series 52, Series 63, Series 65Clean record27 years registeredEP WEALTH ADVISORS, LLC.

21535 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 2754363Firm CRD# 111147

Profile Verification

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

Identity

Derek Hallock Holman · TORRANCE, CA

Registration

CRD #2754363 · EP WEALTH ADVISORS, LLC. · 27 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Aug 2006 – present

PREMIER FINANCIAL MANAGEMENT, LLC

Mar 1999 – Dec 2006

EL SEGUNDO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 52

Series 63

Series 65

Registration record

First registered · March 16, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EP WEALTH ADVISORS, LLC.

CRD 111147 · SEC 801-29358

AUM

$22.3B

Regulatory assets under management

Employees

392

13,185 client accounts

Services offered by EP WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EP WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Derek Hallock Holman offer?

Derek Hallock Holman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.

What are Derek Hallock Holman's credentials?

Derek Hallock Holman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Hallock Holman located?

Derek Hallock Holman is based in TORRANCE, California, working with EP WEALTH ADVISORS, LLC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Derek Hallock Holman charge for services?

Derek Hallock Holman'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 EP WEALTH ADVISORS, LLC.?

EP WEALTH ADVISORS, LLC. has approximately 392 employees and manages $22.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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