Amy Evans, financial advisor Naples FL

Amy Evans

CRD Number: 4725208
Current Firm: Young Richard C & Co Ltd
Amy Evans (CRD# 4725208) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 15 years of experience in the finance industry.
Similar Advisors
Soren Christensen, CFP®, CIMA®, ChFC®, financial advisor Naples FL
Soren Christensen, CFP®, CIMA®, ChFC®
CRD# 5167067
Advanced Investment Management LLC
Similar Advisors
Thomas Abood, financial advisor Naples FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Similar Advisors
Omar Alcazar, financial advisor Naples FL
Omar Alcazar
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Richard C. Young & Company, Ltd. Newport, RI Jul 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Amy L. Evans
By the Numbers
  • Total Assets Under Management
    1,365
    MILLIONS
  • Total Number of Accounts
    1,926
    ACCOUNTS
  • Average Account Value
    $708,675
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Amy Evans and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.