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 8 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.