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Epic trust richland

WebProvided leadership and oversight for the Division of Finance and Administration which included the following responsibilities: (1) Budget … WebEpic 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...

Jeffery Lewis Financial Advisor - Epic Trust Investment Advisors …

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 1, 2024 · Epic Trust Investment Advisors LLC is a registered investment business headquartered in Richland, Washington. The firm has a total of six advisors. It controls … godby high school instagram https://dearzuzu.com

Financial Planners in Richland, Washington PlannerSearch

WebSpecialties: Comprehensive Financial Planning, 401 (k)/403 (b)/IRAs, Annuities, Estate Planning,... More Commission and Fee Financial Advisor serving Richland, … 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 … 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... godby high school leon county

EPIC TRUST FINANCIAL GROUP LLC in Richland, WA

Category:Epic Trust unites financial services under one roof

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Epic trust richland

Epic Trust unites financial services under one roof

WebApr 1, 2024 · Epic Trust Investment Advisors LLC is a registered investment business headquartered in Richland, Washington. The firm has a total of six advisors. It controls $199 million in assets between its 1,334 customer accounts, making it one of the mid-sized firms in the nation 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?

Epic trust richland

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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. WebEPIC 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 …

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 … 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 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 … 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.

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 …

WebMar 10, 2024 · Eliza Cole is an Office Administrator at Epic Trust Investment Advisors based in Richland, Washington. Read More . Contact. Eliza Cole's Phone Number and Email Last Update. 3/10/2024 11:32 AM. Email. e***@epictrust.com. ... Epic Trust Advisors is an independent financial advisory firm serving clients throughout Washington. We … godby high school websiteWebEpic 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). godby high school transcriptbonneville realty managementWebOct 6, 2024 · Karina Elias. October 6th, 2024. Epic Trust Financial Group LLC, a Richland, Washington-based accounting company, has acquired Spokane-based Stewart-Longhurst PS Certified Public Accounting, says Greg Stewart-Longhurst, the Spokane firm’s co-founder. The transaction was completed on Sept. 1, and the practice will now operate … bonneville power employmentWebEpic 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 … bonneville power administration gisWebEpic Trust Online Login for Individual Investor Accounts, Tax Documents, Company Payroll Accounts, and Payroll Portals. Log on to your account. ... Richland, Washington 99352 (509) 582-2047; Contact Spokane. 323 E 2nd Ave, … godby home and hearth indianapolisWebLewis, 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 … godby high tallahassee