Richard Evans, financial advisor Hanover NH
93 score

Richard Evans

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Richard R. Evans
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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