Evan Beach (CRD# 5670540) is an Investment Advisor Representative working at Mariner Independent in Alexandria, VA and has over 14 years of experience in the finance industry. Evan Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Exit 59 Advisory | Alexandria, VA | Jul 2023 - Current | < 1 |
| Mariner Platform Solutions | Overland Park, KS | Jul 2023 - Current | < 1 |
| Madison Avenue Securities, LLC | San Diego, CA | Oct 2018 - Jun 2023 | 4 |
| Campbell Wealth Management, Inc. | Alexandria, VA | Jun 2015 - Jun 2023 | 8 |
| Lpl Financial LLC | Washington, DC | May 2015 - Oct 2018 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - May 2015 | < 1 |
| Mcadam LLC | Tysons Corner, VA | Oct 2014 - May 2015 | < 1 |
| Ja Bentley & Co | Chicago, IL | Aug 2014 - May 2015 | < 1 |
| Mcadam Financial Group | Tysons Corner, VA | Aug 2009 - Oct 2014 | 5 |
| Ing Financial Partners | Tysons Corner, VA | Jun 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- VA
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Total Assets Under Management4,346MILLIONS
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Total Number of Accounts8,802ACCOUNTS
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Average Account Value$493,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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