Evan Shear, financial advisor Heathrow FL
83 score

Evan Shear

CRD Number: 3042660
Current Firm: Raymond James Financial Services Advisors, Inc.

Evan Shear (CRD# 3042660) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Heathrow, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Merrit Island, FL Jan 2009 - Current 7
Crossleyshear Wealth Management Merritt Island, FL Nov 2006 - Current 10
Crossley Shear Inc. Heathrow, FL May 2005 - Current 11
Raymond James Financial Services Heathrow, FL Feb 2003 - Current 13
Davison Product Group, LLC Merritt Island, FL Sep 2011 - Jan 2016 4
Cs Merritt Island Heathrow, FL Jan 2005 - Jan 2016 11
Cs Heathrow,llc Heathrow, FL Jan 2005 - Jan 2016 11
Self Employed Insurance Sales Heathrow, FL May 1998 - Dec 2010 12
Crossley Shear Mortgage Services Heathrow, FL Jan 2002 - Dec 2008 6
Crossley Shear Wealth Management Heathrow, FL Jan 2002 - Oct 2008 6
Non Profit Tampa, FL Nov 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Evan M. Shear
Phone Number: 727-567-5877
Registered State(s):
  • FL
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
83

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