Evan Gomes, financial advisor New Orleans LA

Evan Gomes

CRD Number: 3241628
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Evan Gomes (CRD# 3241628) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. New Orleans, LA Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans, LA May 1999 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1999
Contact Info for Evan Gomes
Phone Number: 800-637-7455
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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