Unclaimed Profile

Lori Ann Selby

EPIC TRUST INVESTMENT ADVISORS LLC·RICHLAND, Washington

SIE, Series 7, Series 66CFPClean record11 years registeredEPIC TRUST INVESTMENT ADVISORS LLC

1305 FOWLER STREET, RICHLAND, WA 99352CRD# 6332040Firm CRD# 281027

Profile Verification

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

Identity

Lori Ann Selby · RICHLAND, WA

Registration

CRD #6332040 · EPIC TRUST INVESTMENT ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Sep 2025 – present

AVANTAX ADVISORY SERVICES

Jul 2025 – Sep 2025

Richland, WA

EPIC PRIVATE WEALTH

Mar 2017 – Dec 2025

Richland, WA

WADDELL & REED

Oct 2014 – Mar 2017

KENNEWICK, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 8, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EPIC TRUST INVESTMENT ADVISORS LLC

CRD 281027 · SEC 801-120618

AUM

$242M

Regulatory assets under management

Employees

1,656 client accounts

Services offered by EPIC TRUST INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EPIC TRUST INVESTMENT ADVISORS LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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