William Evans (CRD# 6358320) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lexington, KY and has over 9 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade Inc. | Louisville, KY | Feb 2023 - Current | 1 |
| Charles Schwab Bank, Ssb | Louisville, KY | Aug 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Louisville, KY | Aug 2021 - Current | 2 |
| Bb&t Now Trust | Lexington, KY | Aug 2019 - Jul 2021 | 1 |
| Thrivent Financial | Appleton, WI | Mar 2018 - Aug 2019 | 1 |
| Thrivent Investment Management Inc. | Lexington, KY | Jan 2018 - Aug 2019 | 1 |
| Thrivent Financial | Appleton, WI | Jan 2018 - Mar 2018 | < 1 |
| Foresters Advisory Services LLC | Lexington, KY | Aug 2017 - Dec 2017 | < 1 |
| Foresters Financial Services | Lexington, KY | Apr 2015 - Dec 2017 | 2 |
| First Investors Corporation | Lexington, KY | Aug 2014 - Apr 2015 | < 1 |
| Towne Park Ltd | Lexington, KY | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- KY
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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