Andrew Evans (CRD# 5952687) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry. Andrew Evans 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# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovran Advisors Llc - Crd 329415 | Costa Mesa, CA | Feb 2024 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
| Parliament Wealth Management & Insurance Services | Costa Mesa, CA | Jan 2020 - Current | 4 |
| Mml Investors Services, LLC | Costa Mesa, CA | Mar 2017 - Feb 2024 | 6 |
| Massmutual Life Insurance Co | Costa Mesa, CA | Jul 2016 - Feb 2024 | 7 |
| Metlife Securities Inc. | Irvine, CA | Jul 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- CA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
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