{"id":10542,"date":"2021-06-28T05:50:16","date_gmt":"2021-06-28T05:50:16","guid":{"rendered":"https:\/\/advisors1.bradcable.com\/ferofinancial\/?page_id=10542"},"modified":"2021-07-20T21:30:23","modified_gmt":"2021-07-20T21:30:23","slug":"crystal-epstein","status":"publish","type":"page","link":"https:\/\/advisors1.bradcable.com\/ferofinancial\/crystal-epstein\/","title":{"rendered":"Crystal Epstein"},"content":{"rendered":"

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Crystal Epstein, AIF\u00ae<\/sup><\/h1>\n

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Crystal Epstein, AIF\u00ae<\/sup><\/h1>\n

Chief Compliance & Risk Officer<\/h3>\n

Integrated Financial Group<\/p>\n

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As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations.<\/p>\n

Crystal loves spending time with her son Miles, daughter Mila, and dog Abby outside, playing or going on family hikes. When she does have time to herself, she enjoys hanging out with friends and exploring Georgia or working in her yard.<\/p>\n

AREAS OF EXPERTISE<\/strong><\/p>\n

    \n
  • FINRA & SEC rules and regulation<\/li>\n
  • Compliance Supervision<\/li>\n
  • Advisor Support and Operations<\/li>\n
  • Trading<\/li>\n
  • Creating processes and procedures<\/li>\n<\/ul>\n

    EDUCATION\/CERTIFICATION<\/strong>
    \n <\/p>\n

      \n
    • B.B.A Business Administration\/Finance, University of Florida<\/li>\n
    • The Accredited Investment Fiduciary\u00ae<\/sup> (AIF\u00ae<\/sup>) Designation<\/li>\n
    • Investment Adviser Certified Compliance Professional\u00ae<\/sup> (IACCP\u00ae<\/sup>) Designation<\/li>\n<\/ul>\n

      [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ specialty=”off” prev_background_color=”#ffffff” next_background_color=”#727684″ _builder_version=”4.9.7″ background_color=”#f9f9f9″ gutter_width=”2″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ global_module=”10564″][et_pb_row global_parent=”10564″ _builder_version=”4.9.7″ gutter_width=”2″ width=”50%” width_phone=”80%” width_last_edited=”on|phone” module_alignment=”center” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″][et_pb_column type=”4_4″ global_parent=”10564″ custom_padding__hover=”|||” custom_padding=”|||”][et_pb_text admin_label=”Strategic Partners” global_parent=”10564″ 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      Need help coordinating the complexities of your finances? <\/h1>\n

      We want the best for you and are passionate about providing strategies and solutions that help you feel prepared and supported through life\u2019s many challenges.<\/p>\n

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      Work With a Certified Professional<\/span><\/h1>\n

      Rebekah J. Fero, CFP\u00ae<\/sup>, AIF\u00ae<\/sup><\/p>\n

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      Work With a Certified Professional<\/span><\/h1>\n

      Rebekah J. Fero, CFP\u00ae<\/sup>, AIF\u00ae<\/sup><\/p>\n

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      Crystal Epstein, AIF\u00ae Crystal Epstein, AIF\u00ae Chief Compliance & Risk Officer Integrated Financial Group As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations. 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