LE
Lonnie W. Epperson
ADVISOR SHARE WEALTH MANAGEMENT
Memphis, TN 38120
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CRD#: 7803422
LE
Professional summary
Lonnie Wayne Epperson Jr, who also goes by Lonnie Wayne Epperson, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.
Lonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lonnie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lonnie Wayne Epperson
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.
Name of the Other Business: The Advisor Group USA LLC Whether the business is Investment-Related: ?Yes ?No The address of the other business: 1661 International Dr, Ste 400, Memphis, TN 38120 The nature of the other business: Insurance Your Position/Title or relationship with the other business: President The start date of your relationship: 2008 The approximate number of hours/month you devote to the other business: 160 The number of hours you devote to the other business during securities trading hours: NA Briefly describe your duties relating to the other business: Help clients with medicare, life insurance and annuities
CRS (Client Relationship Summary) - RIA
Click below to view Lonnie Wayne Epperson Jr'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®
NoneExperience
Current
August 29, 2023 - Present
ADVISOR SHARE WEALTH MANAGEMENT, LLC
Office #1: 1661 International Dr Suite 400, Memphis, TN 38120RIA
CRD#: 307997
Memphis, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)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
Tennessee(8/29/2023)
Current Firm
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
Mailing Address
Phone number
(866) 232-3251
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 185,181,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997Memphis, TN 38120TRUST BUT VERIFY
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