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Lori Ann Selby

EPIC TRUST INVESTMENT ADVISORS LLC·RICHLAND, Washington
Unclaimed Profile
1305 FOWLER STREET, RICHLAND, WA 99352CRD# 6332040Firm CRD# 281027
01

About

Lori Ann Selby is a registered financial advisor based in RICHLAND, Washington, affiliated with EPIC TRUST INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EPIC TRUST INVESTMENT ADVISORS LLC
EPIC TRUST INVESTMENT ADVISORS LLC
AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EPIC TRUST INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH
Regulatory
SEC/IARD CRD# 6332040
Firm CRD# 281027
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Ann Selby offer?
Lori Ann Selby specializes in Financial Planning, Investment Management. Contact their office in RICHLAND, Washington for a consultation.
What are Lori Ann Selby's credentials?
Lori Ann Selby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Ann Selby located?
Lori Ann Selby is based in RICHLAND, Washington, working with EPIC TRUST INVESTMENT ADVISORS LLC. Their office serves clients in the RICHLAND metropolitan area and surrounding communities.
How does Lori Ann Selby charge for services?
Lori Ann Selby's firm is compensated through percentage of aum, hourly charges, subscription fees, other: platform fee and monthly technology feeh. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EPIC TRUST INVESTMENT ADVISORS LLC?
EPIC TRUST INVESTMENT ADVISORS LLC has approximately 6 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steven Mitchell King — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Robert Arpke Mcbride — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Caryle Eileen Brown — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Robin Renee Gould — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Jerry Keith Christensen — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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