Epic trust richland

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August undefined, 2024

WebFind company research, competitor information, contact details & financial data for Epic Trust Investment Advisors LLC of Richland, WA. Get the latest business insights from …

Lori A. Selby - Vice President/Investment Advisor …

WebJeffery Lewis (CRD# 5892152) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 12 years of experience in the finance industry. Jeffery Lewis has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification … WebEPIC TRUST FINANCIAL GROUP LLC in Richland, WA Company Info Company Information Sponsored Links Contact Information Phone Number: (509) 582-2047 Company Contacts JEFFREY LEWIS NATHAN BURT 530 W Kennewick Ave Kennewick, WA 99336 NATHANIEL BURT TYSON REIL Reviews Write Review There are no reviews yet for … speech of forgiveness

Nathan Burt - CFO - Epic Trust Financial Group LLC

WebApr 1, 2024 · Epic Trust Investment Advisors LLC is a company that has its headquarters in Richland, Washington. The investment advisory business has a total of six advisors. It controls $199 million in assets among its 1,334 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. WebJan 30, 2024 · Nathan Burt is the Chief Financial Officer at Epic Trust Investment Advisors based in Richland, Washington. Previously, Nathan was the Shareholder at Burt Tax and also held positions at Historic Downtown Kennewick Partnership, Ronald L Burt Tax and Accounting, Boise State University, Clearwater Analytics, CliftonLarsonAllen, Teach For … WebFeb 4, 2016 · CFO Epic Trust Financial Group LLC Jul 2024 - Present2 years 8 months Richland, Washington, United States Team leader of the accounting and tax division at Epic Trust Financial Group. At... speech of children\u0027s day

Richland County property transfers: April 3-7

WebSpecialties: The goal of our financial advisors is to be your investment manager. As we discussed on the consultation today, we are a unique financial boutique firm that takes pride in creating a close relationship with our clients so we can better understand their needs and support where they want to be in the future, financially. We are a firm that is laser … WebEpic Insurance Solutions LLC can tell you more about Nationwide insurance options, and can customize a policy to suit the needs of your organization. Call today at (509) 591 … speech of ceremony ideasWebRichland, Washington 54 followers. Get Your Money Right With Epic Trust Financial Group. We can help you coordinate your Taxes, Investments, and Insurance. speech of emma watson

"WebRichland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. ... Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository ... " - Epic trust richland

Epic trust richland

Nathan Burt - CFO - Epic Trust Financial Group LLC

WebApr 14, 2024 · These real estate transactions were recorded in Richland County between April 3 and April 7: 3792 Bowman Street Road, Shelby; Callie M. Callender, William H. … WebEpic Trust Investment Advisors LLC Firm's CRD Number: 281027 1305 Fowler Street, Suite 1d, Richland, WA 99352 By the Numbers Total Assets Under Management 199 MILLIONS Total Number of Accounts 1,334 ACCOUNTS Average Account Value $149,049 Compensation Options A percentage of assets under your management Hourly charges

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WebEpic Trust Investment Advisors LLC (CRD# 281027) is a financial advisory firm headquartered in Richland, WA. They manage $216,828,589 in 1,715 accounts and serve the financial needs of clients across 13 states (or territories). WebEpic Trust Investment Advisors LLC is a company that has its headquarters in Richland, Washington. It has a total of six people on staff. It handles $199 million in assets under management among its 1,334 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management.

WebAddress: 1305 Fowler St # 1D Richland, WA, 99352-4719 United States Phone: Website: www.epictrust.com Employees (this site): Actual Employees (all sites): Actual Revenue: Estimated Fiscal Year End: Year Started: ESG ranking: ESG industry average: What is D&B's ESG Ranking? Is this your business? WebLewis, Nathan Burt of Kennewick’s Burt Tax & Accounting, and Tyson Reil of Real Insurance Solutions in Kennewick merged their businesses on July 1 to form Epic Trust Financial …

WebFeb 4, 2016 · Jul 2024 - Present2 years 8 months. Richland, Washington, United States. Team leader of the accounting and tax division at Epic Trust Financial Group. At Epic … WebApr 14, 2024 · These real estate transactions were recorded in Richland County between April 3 and April 7: 3792 Bowman Street Road, Shelby; Callie M. Callender, William H. McFarland and Maribeth N. McFarland to Sean and Amanda Duncan; $210,000. 54 W. Raleigh Ave., Mansfield; EDN Enterprises Inc. to Montels Holland Sr.; $90,000.

WebEpic Trust Investment Advisors LLC is a financial advisory business headquartered in Vancouver, Washington. The investment advisory business has a total of six advisors. It controls $199 million in assets between its 1,334 accounts, placing it among the mid-sized firms in the country by assets under management.

WebEpic Insurance Solutions LLC in Richland, WA Call Today: (509) 591-9110 Address 1305 Fowler St Ste 1 Richland, WA 99352 Get directions Contact Phone: (509) 591-9110 Products Auto Commercial Farm Financial Home Powersports Member Support File a claim Check claim status Pay my bill 24/7 Claims Service 1-800-421-3535 Learn about our … speech of dr apj abdul kalam in englishWebRichland, WA 99352. Columbia Prk Trl & Spaulding Ave. Estimated $43.5K - $55.1K a year. ... Posted Posted 30+ days ago · More... View all Epic Trust Financial Group LLC jobs in Richland, WA - Richland jobs; Salary Search: Staff Accountant salaries in Richland, WA; Bookkeeper (part-time) / 20 hrs -- IN PERSON. Mustang Signs. Kennewick, WA 99336. speech of climate changeWebSpecialties: Comprehensive Financial Planning, 401 (k)/403 (b)/IRAs, Annuities, Estate Planning,... More Commission and Fee Financial Advisor serving Richland, … speech of chandrashekhar azadWebEPIC TRUST FINANCIAL GROUP LLC is a Washington Wa Limited-Liability Company filed on January 2, 2024. The company's filing status is listed as Active and its File Number … speech of freedomWebServing clients at Epic Trust Financial Group in Richland, WA and the surrounding communities. ... Epic Trust Financial Group 1305 Fowler St Richland, WA 99352-4719 … speech of english languageWebEpic Trust Financial Group LLC Jul 2024 - May 202411 months Richland, Washington, United States Burt Tax & Accounting INC 4 years 6 months Bookkeeping Department Manager Nov 2024 - Jun 20248... speech of educationWebEpic Trust Advisors is an independent financial advisory firm serving clients throughout Washington. ... Who is Epic Trust Investment Advisors. Headquarters. 1305 Fowler St Ste 1D, Richland, Washington, 99352, United States. Phone Number (509) 582-2047. Website. www.epictrust.com. Revenue <$5M. Industry. Finance General. Finance. Epic Trust ... speech of famous person