Joseph Evans, financial advisor Leesburg VA
70 score

Joseph Evans

CRD Number: 5970544
Current Firm: Centaurus Financial, Inc.

Joseph Evans (CRD# 5970544) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Apr 2016 - Current < 1
Ambassador Advisors, LLC Chesapeake City, MD Aug 2013 - Current 3
American Portfolios Financial Services, Inc. Holbrook, NY Aug 2013 - Mar 2016 2
Axa Advisors LLC New York, NY Aug 2012 - Aug 2013 1
Unemployed Worton, MD Mar 2012 - Aug 2012 < 1
Green's Grill And Sushi Bar Blacksburg, VA Mar 2011 - Mar 2012 1
New York Life Insurance Group Roanoke, VA Jul 2011 - Oct 2011 < 1
Darden Restaurants Roanoke, VA Mar 2011 - Jun 2011 < 1
Against The Grain Bread Company Chestertown, MD Jul 2010 - Mar 2011 < 1
Green's Grill And Sushi Bar Blacksburg, VA Sep 2009 - Jul 2010 < 1
Virginia Tech Blacksburg, VA Sep 2006 - May 2010 3
More Than Coffee Blacksburg, VA Feb 2007 - Sep 2009 2
Kent County Board Of Education Worton, MD Jun 2006 - Sep 2006 < 1
Kent County Parks And Recreation Worton, MD Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Joseph H. Evans
Phone Number: 714-456-1790
Registered State(s):
  • DE
  • MD
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
70

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