Griffin
Lake

Ep Wealth Advisors

CRD#7274749
Investment Advisor
in Vancouver, WA

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About this Advisor

Griffin Lake is a financial advisor based in Vancouver, Washington, working with Ep Wealth Advisors. Griffin has previously held positions at Ameriprise Financial Services LLC, Utah Valley University, Wells Fargo Advisors, Mountain America Credit Union, Conservice, Utah State University, The Church Of Jesus Christ Of Latter Day Saints, Financial Insight Center, Union High School, Summer Rain Irrigation, Firstenburg Community Center, and Ep Wealth Advisors, LLC. Griffin has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Griffin is part of Ep Wealth Advisors, which operates out of Vancouver, Washington. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

410 W 12Th St
Vancouver, WA 98660

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$22,321,000,000

WA Average: $7,578,581,321
Total Number of Employees

392

WA Average: 43
Total Number of Accounts

13,185

WA Average: 3,727
Average Account Size

$1,692,909

WA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Griffin Lake Work History

2024 - Present (1 year)

Ep Wealth Advisors, LLC

2021 - 2024 (3 years)

Ameriprise Financial Services LLC

2021 - 2021 (< 1 year)

Utah Valley University

2020 - 2021 (1 year)

Ameriprise Financial Services LLC

2020 - 2020 (< 1 year)

Utah Valley University

2020 - 2020 (< 1 year)

Wells Fargo Advisors

2019 - 2019 (< 1 year)

Financial Insight Center

2018 - 2020 (2 years)

Mountain America Credit Union

2018 - 2018 (< 1 year)

Conservice

2017 - 2018 (1 year)

Utah State University

2015 - 2017 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

2014 - 2015 (1 year)

Summer Rain Irrigation

2014 - 2015 (1 year)

Firstenburg Community Center

2011 - 2015 (4 years)

Union High School

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Disclosures

Please visit the SEC profile of Griffin Lake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ep Wealth Advisors

Joey Roman
Torrance, CA
Phuong Quach
San Diego, CA
Jacob Shuman
Torrance, CA
Adam Hale
Walnut Creek, CA
William Chedester
Torrance, CA
Michael Fink
Torrance, CA
Trevor Bush
Torrance, CA
Stuart Campbell
San Luis Obispo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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