Evan Griffin, financial advisor Indianapolis IN
89 score

Evan Griffin

CRD Number: 6215634
Current Firm: City Securities Corporation

Evan Griffin (CRD# 6215634) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
City Securities Corporation Indianapolis, IN May 2014 - Current 2
Charles Schwab & Company, Inc. Indianapolis, IN Jun 2013 - May 2014 < 1
Indiana University Bloomington, IN Aug 2009 - May 2013 3
Brebeuf Jesuit High School Indianapolis, IN Aug 2005 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Evan K. Griffin
Phone Number: 317-634-4400
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    803
    MILLIONS
  • Total Number of Accounts
    3,268
    ACCOUNTS
  • Average Account Value
    $245,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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