Evan Gorse, financial advisor Butler PA
88 score

Evan Gorse

CRD Number: 6360485
Current Firm: Hefren-tillotson, Inc.

Evan Gorse (CRD# 6360485) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Butler, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Hefren-tillotson, Inc. Butler, PA Jun 2014 - Current 2
Duquesne University Pittsburgh, PA Aug 2013 - Jun 2014 < 1
Hefren-tillotson, Inc. Butler, PA May 2013 - Aug 2013 < 1
Duquesne University Pittsburgh, PA Aug 2012 - May 2013 < 1
Butler Country Club Butler, PA May 2011 - Aug 2012 1
Duquesne University Pittsburgh, PA Aug 2010 - May 2011 < 1
Butler Country Club Butler, PA May 2007 - Aug 2010 3
Ice Connection Of Pittsburgh Valencia, PA Dec 2008 - Feb 2009 < 1
Knoch Middle School Saxonburg, PA Aug 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Evan W. Gorse
Phone Number: 412-434-0990
Firm Website: https://www.hefren.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,841
    MILLIONS
  • Total Number of Accounts
    19,042
    ACCOUNTS
  • Average Account Value
    $306,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
Types of Clients
Registered States

AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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