Evan Trick, financial advisor Brookville OH
89 score

Evan Trick

CRD Number: 6078941
Current Firm: Edward Jones

Evan Trick (CRD# 6078941) is an Investment Advisor Representative working at Edward Jones in Brookville, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2014 - Current 2
Spicer Wealth Management Beavercreek, OH Jul 2013 - Dec 2013 < 1
Ubs Financial Services Inc. Dayton, OH Jun 2012 - Jun 2013 1
Mike's Carwash Beavercreek, OH Mar 2008 - Sep 2012 4
American Eagle Outfitters Beavercreek, OH Nov 2007 - Apr 2008 < 1
Lofino's Marketplace Beavercreek, OH Mar 2007 - Mar 2008 1
Student Beavercreek, OH Aug 2006 - Feb 2007 < 1
World Digital Imaging Beavercreek, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Evan Trick
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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