AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RW

Reggie C. Wilson

EPIC WEALTH ADVISORS
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 2934960
RW

Professional summary

Reggie Clinton Wilson, who also goes by Reg Wilson, is a registered financial advisor currently at EPIC WEALTH ADVISORS, INC. located in Los Angeles, California.

Reggie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Reggie has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Reg Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Wilson is the President of EPIC Financial Insurance Services, Inc., an insurance agency, and is licensed in life insurance and annuities and has considerable experience. He expects to spend less than 10% of his time engaged in this activity, some of those hours during trading hours. Mr. Wilson is the founder of EPIC Financial Consulting Inc which offers consulting services to families and businesses that increase operational efficiency and improve after tax profits. He expects to spend approximately 80% of his time engaged in this activity, many of those hours during trading hours. Mr. Wilson is the president of Outsource Insurance Services, Inc. an insurance agency. He expects to spend less than 10% of his time engaged in this activity, some of which during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reggie Clinton Wilson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 16, 2001 - Present

EPIC WEALTH ADVISORS, INC.

RIA
CRD#: 118767
LOS ANGELES, CA
Past

October 16, 2001 - December 31, 2005

EPIC WEALTH ADVISORS, INC.

RIA
CRD#: 118767
LOS ANGELES, CA
Past

November 6, 2000 - July 20, 2005

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
LOS ANGELES, CA
Past

March 21, 2000 - July 20, 2005

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

December 10, 1997 - April 20, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/16/2001)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/19/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/9/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/9/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EW
EPIC WEALTH ADVISORS, INC.
EPIC ADVISORS, INC. | EPIC WEALTH ADVISORS, INC.

CRD#: 118767 / SEC#:

California
Registered Investment Advisory firm - (10/16/2001 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Los Angeles, CA
Mailing Address
Phone number
(323) 634-7300
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EPIC WEALTH ADVISORS, INC.

CRD#: 118767Los Angeles, CA

TRUST BUT VERIFY

Monitor Reggie Wilson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics