Derek Evans, financial advisor Lancaster PA

Derek Evans

CRD Number: 6605003
Current Firm: Primerica Advisors

Derek Evans (CRD# 6605003) is an Investment Advisor Representative working at Primerica Advisors in Lancaster, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. West Lawn, PA Apr 2020 - Current 1
Antietam School District Reading, PA Dec 2019 - Current 2
Primerica Financial Services Lancaster, PA Sep 2015 - Current 6
Pfs Investments Inc. Lancaster, PA Mar 2016 - Dec 2019 3
First Energy Corporation Reading, PA Jan 2019 - May 2019 < 1
Supportive Concepts Reading, PA Aug 2018 - Nov 2018 < 1
Fulton Bank Reading, PA Dec 2017 - Jul 2018 < 1
Hertz Corporation Reading, PA Mar 2015 - Oct 2016 1
Enterprise Rent A Car Reading, PA Oct 2014 - Mar 2015 < 1
Morning Dew Landscaping Birdsboro, PA May 2014 - Oct 2014 < 1
National Penn Bank Reading, PA Aug 2013 - May 2014 < 1
Antietam Valley Recreation Center Reading, PA Jan 2006 - Aug 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Derek C. Evans
Phone Number: 800-544-5445
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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