Daniel Evans (CRD# 7517531) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors, LLC | New Haven, CT | Mar 2022 - Current | 1 |
| Knights Of Columbus Insurance | New Haven, CT | Oct 2019 - Current | 4 |
| United States Navy | Norfolk, VA | May 2014 - Current | 9 |
| Virginia Tech | Blacksburg, VA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- FL
- MD
- NC
- VA
- WV
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Total Assets Under Management25,778MILLIONS
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Total Number of Accounts2,359ACCOUNTS
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Average Account Value$10,927,322
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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