Gareth EvansCRD Number: 2535299
Current Firm: Rose Capital Advisors, LLC
Gareth Evans (CRD# 2535299) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 28 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Rose Capital Advisors, LLC||Miami Beach, FL||Sep 2014 - Current||9|
|Saxony Securities, Inc.||Saint Louis, MO||Jul 2014 - Current||9|
|Unemployed||New York, NY||Apr 2014 - Jul 2014||< 1|
|Further Lane Securities, LP||New York, NY||Feb 2013 - Mar 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1994|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management410MILLIONS
Total Number of Accounts669ACCOUNTS
Average Account Value$612,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, MA, NJ, NY, OH, TX, VT
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