ERIN MICHAEL WHALEN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with OPES WEALTH MANAGEMENT, LLC, EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2026-06-29 | present | Yes |
| OPES WEALTH MANAGEMENT, LLC | 2019-01-09 | present | Yes |
| OPES ADVISORS, INC. | 2011-11-18 | 2017-06-08 | — |
| FISHER ASSET MANAGEMENT, LLC | 2004-10-07 | 2011-08-19 | — |