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April Renee Punch is a financial advisor professional located in Fort Wright, KY. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
April Renee Punch - Ep Wealth Advisors holds an active professional license (FINRA CRD) for your protection.
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April Renee Punch operates EP Wealth Advisors from Fort Wright, Kentucky, bringing 10 years of experience in financial advisory services. She holds a FINRA CRD license (number 6180320), which enables her to provide investment and financial guidance to clients. Her practice focuses on helping individuals navigate wealth management and financial planning within a regulated framework that emphasizes investor protection and compliance with industry standards.
April Renee Punch's FINRA CRD (Central Registration Depository) license indicates she is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means she has passed required examinations, undergone background checks, and operates under FINRA's rules and supervision. Clients can verify her registration and disciplinary history through FINRA's BrokerCheck system, which provides transparency into her qualifications and regulatory standing in the financial services industry.