Evan West, financial advisor Marysville MI

Evan West

CRD Number: 6827641
Current Firm: Raymond James Financial Services Advisors, Inc.

Evan West (CRD# 6827641) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Wealth Group Marysville, IN Jul 2018 - Current 5
Marysville Public Schools Marysville, MI Jul 2018 - Current 5
Raymond James Financial Services Advisors Inc. Marysville, MI Oct 2017 - Current 6
Usa Hockey Port Huron, MI Oct 2017 - Current 6
Raymond James Financial Services, Inc. Marysville, MI Jul 2017 - Current 6
Grand Rapids Public Schools Grand Rapids, MI Aug 2015 - Current 8
Marysville Golf Course Marysville, MI Sep 2018 - May 2021 2
Grand Rapids Hockey Asso Grand Rapids, MI Aug 2015 - Jun 2017 1
Kent County Parks - Kaufman Golf Course Wyoming, MI Aug 2008 - Jun 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Evan M. West
Phone Number: 727-567-3020
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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, 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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