Reggie Wilson
Reggie Wilson is a registered investment advisor at Epic Wealth Advisors, INC., based in Los Angeles, CA, with 25 years of industry experience. Reggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reggie is the President of EPIC Financial Insurance Services, Inc. and Outsource Insurance Services, Inc., both insurance agencies, and is licensed in life insurance and annuities. He also founded EPIC Financial Consulting Inc., a consulting firm, and spends most of his time on this activity.
Employment History
Current Registrations
Epic Wealth Advisors, INC.
Previous Registrations
Epic Wealth Advisors, INC.
NFP Securities, INC.
State Registrations1 state
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