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Lonnie Wayne Epperson

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Lonnie is the President of The Advisor Group USA LLC, an insurance business, since 2008. He dedicates full-time hours to helping clients with Medicare, life insurance, and annuities.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Lonnie Wayne Epperson - Financial Advisor | TrueAdvisor