Kyle Evens, financial advisor Roswell GA

Kyle Evens

CRD Number: 1850702
Current Firm: Raymond James Financial Services Advisors, Inc.

Kyle Evens (CRD# 1850702) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roswell, GA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Roswell, GA Apr 2018 - Current 5
Raymond James Financial Services Advisors, Inc. Roswell, GA Apr 2018 - Current 5
Roswell 4 Freedom, LLC Roswell, GA Apr 2018 - Current 5
Evens Wealth Management, LLC Roswell, GA Apr 2018 - Current 5
Evens Wealth Management, LLC Roswell, GA Apr 2018 - Current 5
Evens Wealth Management, LLC Roswell, GA Apr 2018 - Current 5
Evens Wealth Management, LLC Roswell, GA Apr 2018 - Current 5
Wells Fargo Clearing Services, LLC Alpharetta, GA May 2009 - Apr 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Kyle T. Evens
Phone Number: 727-567-3020
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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