Epic Private Wealth
Epic Private Wealth is an independent Tax, Investment, and Wealth Advisory firm. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home office: 1305 Fowler St. Ste 2C Richland, WA 99352
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Verified contacts
7
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LA
Lori A. Selby
Vice President Investment Advisor Representative · Finance & Accounting
EmailPhone - PF
Patrick Fair
Vice President Client Services · Customer/Client Service
EmailPhone - TA
Taiya Anderson
Bookkeeper · Finance & Accounting
EmailPhone - JP
Jeffery P. Lewis
Founder · General Business & Management
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Epic Private Wealth
7 distinct titles indexed · top 7 shown.
- 1bookkeeper
- 1founder
- 1marketing and communication specialist
- 1vice president
- 1vice president client services
- 1vice president investment advisor representative
- 1wealth management advisor
Sign up to unlock all 7 contacts at Epic Private Wealth
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