George Evans, financial advisor Doylestown PA
93 score

George Evans

CRD Number: 3012537
Current Firm: The Marshall Financial Group, Inc.

George Evans (CRD# 3012537) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
The Marshall Financial Group, Inc. Doylestown, PA Jan 2007 - Current 9
Wm. L. Marshall & Associates, Inc. Doylestown, PA Jun 2006 - Current 10
Cambridge Investment Research, Inc. Fairfield, IA Jul 2006 - Jun 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for George E. Evans
Phone Number: (215) 348-9393
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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