Michael Evans (CRD# 5751636) is an Investment Advisor Representative working at Cogent Strategic Wealth LLC in Chicago, IL and has over 14 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cogent Strategic Wealth | Chicago, IL | Nov 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- IL
- UT
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts424ACCOUNTS
-
Average Account Value$589,954
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, UT
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