Evan Kearns (CRD# 6341045) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntington Station, NY and has over 8 years of experience in the finance industry. Evan Kearns 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# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Huntington Station, NY | Sep 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Huntington Station, NY | Sep 2021 - Current | 2 |
| E*trade Securities LLC | Garden City, NY | May 2018 - Sep 2021 | 3 |
| E*trade Capital Management LLC | Garden City, NY | May 2018 - Sep 2021 | 3 |
| Charles Schwab & Company, Inc. | Garden City, NY | Jul 2015 - May 2018 | 2 |
| Charles Schwab Bank | Garden City, NY | Jul 2015 - May 2018 | 2 |
| National Financial Services LLC | Smithfield, RI | Jun 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
| S63 | Uniform Securities State Law Examination | Oct 2015 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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