Roger Evanish, financial advisor Oakdale PA

Roger Evanish

CRD Number: 2369297
Current Firm: Virtue Capital Management, LLC

Roger Evanish (CRD# 2369297) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Oakdale, PA and has over 30 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Virtue Capital Management, LLC Brentwood, TN May 2019 - Current 4
Self Employed Oakdale, PA Sep 1987 - Current 36
Horter Investment Management, LLC Pittsburgh, PA Oct 2010 - May 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Roger J. Evanish
Phone Number: 615-340-0801
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    941
    MILLIONS
  • Total Number of Accounts
    8,035
    ACCOUNTS
  • Average Account Value
    $117,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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