LPL Financial
41yrs
Top advisor by experience in Parkersburg
41yrs
David Epler is a fiduciary financial advisor in Parkersburg, West Virginia, with 41 years in the industry. David joined Primerica Advisors in 2018, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 39 advisors with offices in Parkersburg, and one of 36 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience nationwide
Office1118 20th St Unit 213, Parkersburg, WV 26101
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowPFS Investments Inc.Current firm
Contact David
Local office(304) 893-9555Ask for David. (833) 786-0550Main office · Duluth, GA 1118 20th St Unit 213Parkersburg, WV 26101Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (304) 893-9555 or the Primerica Advisors main office at (833) 786-0550, and ask for David Epler.
How long has David been a financial advisor?
David has been in the industry since 1986, about 41 years. Top 3% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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