Evan Roberts, financial advisor Knoxville TN

Evan Roberts

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Evan M. Roberts
Phone Number: 612-671-3131
Registered State(s):
  • KY
  • TN
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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