Richard EvansCRD Number: 5525171
Current Firm: Advice And Planning Services
Richard Evans (CRD# 5525171) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 7 years of experience in the finance industry.
Sj Boyle Wealth Planning, LLC
Chadwick & D'amato, LLC
Mascoma Wealth Management
|Tiaa||Hanover, NH||Nov 2015 - Current||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Hanover, NH||Nov 2015 - Current||< 1|
|Santander Securities LLC||Brookline, MA||Sep 2012 - Oct 2015||3|
|Santander Bank||Brookline, MA||Jan 2012 - Oct 2015||3|
|Lpl Financial||Brookline, MA||Feb 2012 - Sep 2012||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Haddonfield, NJ||Oct 2009 - Jan 2012||2|
|Banc Of America Investment Services, Inc.||Haddonfield, NJ||May 2008 - Oct 2009||1|
|Extended Travel||Na,||Jan 2008 - Apr 2008||< 1|
|Bb&t||Front Royal, VA||Sep 2006 - Dec 2007||1|
|University Of Va Mcintire Business Institute||Charlottesville, VA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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