Trevin Epps (CRD# 4278077) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
CRD# 2222281
Rbc Capital Markets, LLC
CRD# 2006239
Nwk Group
CRD# 4334815
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, Llc Dba Wealth Advisors, Inc. | Rancho Santa Fe, CA | Nov 2023 - Current | < 1 |
| Wealth Advisors, Inc. | Rancho Santa Fe, CA | Apr 2020 - Feb 2024 | 3 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Mar 2020 | 7 |
| First Allied Securities, Inc. | San Diego, CA | Jul 2007 - Mar 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- CA
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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