Frank Epinger
Frank Epinger is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9595 Wilshire Blvd, Suite 801, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank owns rental real estate property related to Disney since 2025. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wedbush Securities INC.Broker
Wedbush Securities INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Travelers Equities Sales, INC.Broker
State Registrations53 states
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