Matthew Evans (CRD# 7038015) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 4 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Newark, DE | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Diamond State Financial Group | Newark, DE | Oct 2018 - Current | 5 |
| Securian Financial Services Inc. | St. Paul, MN | Feb 2019 - Aug 2023 | 4 |
| Minnesota Life Insurance Company | St. Paul, MN | Oct 2018 - Aug 2023 | 4 |
| Securian Financial Services Inc. | St. Paul, MN | Oct 2018 - Feb 2019 | < 1 |
| Big League Juices® | Newark, DE | Jun 2016 - Jan 2019 | 2 |
| University Of Delaware | Newark, DE | Aug 2014 - Dec 2018 | 4 |
| Salesianum School | Wilmington, DE | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- DE
- TX
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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