200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Crystal Epstein

Crystal Epstein
Trading Operations

CLIENT VISION

I bring a decade of experience supporting advisors and shaping operations for future growth. My goal is to be a significant part of the continued growth of the consortium and provide exceptional service to each of it’s members.

AREAS OF EXPERTISE

  • Advisory operations
  • Trading
  • Creating processes and procedures
  • Advisor and client support
  • FINRA & SEC rules and regulation

OUTSIDE THE OFFICE

I love spending time with my son Miles, husband Brian and dog Abby outside playing or going on family walks. When I do have time to myself, I enjoy sitting down with a magazine and a cup of coffee or looking for new healthy recipes to try on my family and friends.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
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