Evan Koch, financial advisor Frisco TX

Evan Koch

CRD Number: 4886810
Current Firm: Edk Advisory

Evan Koch (CRD# 4886810) is an Investment Advisor Representative working at Edk Advisory in Frisco, TX and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Edk Advisory, Pllc Frisco, TX Feb 2018 - Current 6
Edk Financial Advisory, Pc Frisco, TX Jul 2007 - Current 16
J.e. Simmons & Company Dallas, TX Nov 2008 - Feb 2018 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Evan D. Koch
Phone Number: (972) 731-4348
Firm Website: http://edkadvisory.com
Registered State(s):
  • IA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $224,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IA, NC, TX

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