Evan RobertsCRD Number: 7209412
Current Firm: Ameriprise Financial Services, LLC
Evan Roberts (CRD# 7209412) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Ubs Financial Services Inc.
Silver Oak Securities, Inc.
|Academy Sports And Outdoors||Cookeville, TN||Sep 2020 - Current||1|
|Ameriprise Financial Services, LLC||Knoxville, TN||Dec 2019 - Current||2|
|Tennessee Technological University||Cookeville, TN||Aug 2018 - Current||3|
|Takahata||Helenwood, TN||Jun 2016 - Aug 2019||3|
|Mcdonald's||Oneida, TN||Dec 2017 - Jan 2018||< 1|
|Unemployed||Huntsville, TN||Aug 2010 - May 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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