David Evans (CRD# 5148389) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 15 years of experience in the finance industry. David Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Current | 1 |
Personal Capital Advisors Corporation | Elm Grove, WI | Jan 2021 - Apr 2023 | 2 |
E*trade Capital Management LLC | Centennial, CO | Feb 2020 - Jan 2021 | < 1 |
E*trade Securities LLC | Centennial, CO | Feb 2020 - Jan 2021 | < 1 |
E*trade Securities LLC | Centennial, CO | Oct 2019 - Jan 2021 | 1 |
E*trade Capital Management, LLC | Centennial, CO | Oct 2019 - Feb 2020 | < 1 |
Personal Capital Advisors Corporation | Denver, CO | Apr 2018 - Oct 2019 | 1 |
Scottrade Inc. | Milwaukee, WI | May 2006 - Mar 2018 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2008 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- WI
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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