Evan Withner (CRD# 7887427) is an Investment Advisor Representative working at Apm Wealth in Jersey Village, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apm Wealth | Jersey City, TX | Jul 2022 - Current | 1 |
| Evan T Withner | Houston, TX | Mar 2010 - Sep 2022 | 12 |
| Cypress Fairbanks Isd | Cyprus, TX | Sep 2021 - May 2022 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
- CT
- OR
- PA
- TX
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts245ACCOUNTS
-
Average Account Value$92,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, LA, OR, PA, TX
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