William Evans, financial advisor Chicago IL

William Evans

CRD Number: 2334827
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Evans (CRD# 2334827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Aug 2019 - Current 2
Bank Of America, Na Chicago, IL Aug 2019 - Current 2
J.p. Morgan Securities LLC Chicago, IL Jun 2013 - Aug 2019 6
Jpmorgan Chase Bank Na Chicago, IL Jun 2013 - Aug 2019 6
Sanford C. Bernstein & Company, LLC Chicago, IL Sep 2010 - Jun 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S66 NASAA Uniform Combined State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for William Evans
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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